Advisors Asset Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-858
| Closed | -$226K | – | 1468 |
|
|
2025
Q3 | $226K | Sell |
858
-19
| -2% | -$5.54K | ﹤0.01% | 1101 |
|
|
2025
Q2 | $355K | Sell |
877
-672
| -43% | -$281K | 0.01% | 1016 |
|
|
2025
Q1 | $650K | Sell |
1,549
-5
| -0.3% | -$2.46K | 0.01% | 873 |
|
|
2024
Q4 | $753K | Sell |
1,554
-677
| -30% | -$349K | 0.01% | 819 |
|
|
2024
Q3 | $1.13M | Sell |
2,231
-2
| -0.1% | -$961 | 0.02% | 704 |
|
|
2024
Q2 | $1M | Buy |
2,233
+182
| +9% | +$81K | 0.02% | 728 |
|
|
2024
Q1 | $978K | Sell |
2,051
-1,383
| -40% | -$637K | 0.02% | 744 |
|
|
2023
Q4 | $1.55M | Buy |
3,434
+510
| +17% | +$204K | 0.03% | 602 |
|
|
2023
Q3 | $1M | Buy |
2,924
+129
| +5% | +$45K | 0.02% | 719 |
|
|
2023
Q2 | $979K | Buy |
2,795
+528
| +23% | +$172K | 0.02% | 744 |
|
|
2023
Q1 | $739K | Buy |
2,267
+875
| +63% | +$289K | 0.02% | 846 |
|
|
2022
Q4 | $468K | Buy |
+1,392
| New | +$449K | 0.01% | 950 |
|
|
2021
Q2 | – | Sell |
-221
| Closed | -$40K | – | 1453 |
|
|
2021
Q1 | $40K | Sell |
221
-81
| -27% | -$14.1K | ﹤0.01% | 1423 |
|
|
2020
Q4 | $48K | Sell |
302
-109
| -27% | -$15.7K | ﹤0.01% | 1437 |
|
|
2020
Q3 | $51K | Sell |
411
-74
| -15% | -$9.41K | ﹤0.01% | 1397 |
|
|
2020
Q2 | $59K | Buy |
485
+69
| +17% | +$7.97K | ﹤0.01% | 1377 |
|
|
2020
Q1 | $41K | Buy |
416
+65
| +19% | +$8.9K | ﹤0.01% | 1332 |
|
|
2019
Q4 | $54K | Buy |
351
+114
| +48% | +$17.4K | ﹤0.01% | 1392 |
|
|
2019
Q3 | $34K | Buy |
237
+65
| +38% | +$9.45K | ﹤0.01% | 1439 |
|
|
2019
Q2 | $28K | Sell |
172
-325
| -65% | -$50.8K | ﹤0.01% | 1439 |
|
|
2019
Q1 | $75K | Sell |
497
-671
| -57% | -$93.1K | ﹤0.01% | 1565 |
|
|
2018
Q4 | $149K | Sell |
1,168
-26
| -2% | -$3.75K | ﹤0.01% | 1268 |
|
|
2018
Q3 | $189K | Sell |
1,194
-61
| -5% | -$8.84K | ﹤0.01% | 1248 |
|
|
2018
Q2 | $167K | Sell |
1,255
-102
| -8% | -$13.1K | ﹤0.01% | 1286 |
|
|
2018
Q1 | $154K | Sell |
1,357
-15
| -1% | -$1.87K | ﹤0.01% | 1275 |
|
|
2017
Q4 | $169K | Sell |
1,372
-96
| -7% | -$11.7K | ﹤0.01% | 1279 |
|
|
2017
Q3 | $183K | Buy |
1,468
+505
| +52% | +$62.4K | ﹤0.01% | 1252 |
|
|
2017
Q2 | $119K | Sell |
963
-578
| -38% | -$67.1K | ﹤0.01% | 1353 |
|
|
2017
Q1 | $166K | Sell |
1,541
-5,486
| -78% | -$565K | ﹤0.01% | 1324 |
|
|
2016
Q4 | $710K | Sell |
7,027
-2,170
| -24% | -$210K | 0.01% | 990 |
|
|
2016
Q3 | $813K | Sell |
9,197
-4,112
| -31% | -$386K | 0.01% | 936 |
|
|
2016
Q2 | $1.3M | Sell |
13,309
-1,695
| -11% | -$161K | 0.02% | 794 |
|
|
2016
Q1 | $1.34M | Sell |
15,004
-4,502
| -23% | -$381K | 0.02% | 777 |
|
|
2015
Q4 | $1.77M | Sell |
19,506
-1,955
| -9% | -$173K | 0.03% | 695 |
|
|
2015
Q3 | $1.8M | Sell |
21,461
-2,787
| -11% | -$243K | 0.03% | 669 |
|
|
2015
Q2 | $2.08M | Buy |
24,248
+1,480
| +7% | +$127K | 0.03% | 652 |
|
|
2015
Q1 | $1.91M | Sell |
22,768
-12,810
| -36% | -$1.06M | 0.03% | 680 |
|
|
2014
Q4 | $3M | Sell |
35,578
-4,497
| -11% | -$365K | 0.04% | 507 |
|
|
2014
Q3 | $2.94M | Buy |
40,075
+275
| +0.7% | +$20K | 0.04% | 475 |
|
|
2014
Q2 | $2.81M | Buy |
39,800
+1,040
| +3% | +$72.5K | 0.04% | 492 |
|
|
2014
Q1 | $2.69M | Buy |
38,760
+11,639
| +43% | +$805K | 0.04% | 474 |
|
|
2013
Q4 | $1.93M | Buy |
27,121
+16,482
| +155% | +$1.04M | 0.03% | 517 |
|
|
2013
Q3 | $638K | Buy |
10,639
+775
| +8% | +$45.6K | 0.01% | 817 |
|
|
2013
Q2 | $562K | Buy |
+9,864
| New | +$560K | 0.01% | 813 |
|
Other funds holding IT
JSC
IFP
