AG
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Algert Global’s Gartner IT Stock Holding History

Algert Global’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,220
Closed -$846K – 1234
2025
Q3 		$846K Buy
+3,220
New +$939K 0.01% 862
2025
Q1 		– Sell
-4,663
Closed -$2.26M – 1258
2024
Q4 		$2.26M Buy
+4,663
New +$2.4M 0.05% 564
2023
Q4 		– Sell
-1,240
Closed -$426K – 1190
2023
Q3 		$426K Sell
1,240
-2,998
-71% -$1.05M 0.02% 793
2023
Q2 		$1.49M Hold
4,238
– – 0.06% 504
2023
Q1 		$1.38M Sell
4,238
-132
-3% -$43.6K 0.07% 496
2022
Q4 		$1.47M Buy
4,370
+220
+5% +$71K 0.08% 411
2022
Q3 		$1.15M Buy
4,150
+217
+6% +$60.8K 0.07% 482
2022
Q2 		$951K Buy
+3,933
New +$1.05M 0.07% 496

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return