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Alta Advisers’s Gartner IT Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-300
Closed -$152K – 290
2024
Q3 		$152K Hold
300
– – 0.07% 196
2024
Q2 		$135K Hold
300
– – 0.06% 196
2024
Q1 		$143K Hold
300
– – 0.07% 188
2023
Q4 		$135K Hold
300
– – 0.07% 181
2023
Q3 		$103K Hold
300
– – 0.06% 228
2023
Q2 		$105K Hold
300
– – 0.06% 232
2023
Q1 		$97.7K Hold
300
– – 0.06% 242
2022
Q4 		$101K Hold
300
– – 0.06% 223
2022
Q3 		$83K Buy
+300
New +$84.1K 0.05% 248

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alta Advisers's IT Position: Q4 2024 in Review

Alta Advisers sold out of Gartner (IT) in Q4 2024, closing a stake of 300 shares — an estimated $152K sold.

Alta Advisers first reported a position in IT in Q3 2022 and held it in 9 quarters. The position peaked at $152K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Alta Advisers reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 300 Gartner shares in Q4 2024, an estimated $152K.
  • Alta Advisers first reported a position in Gartner in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Gartner position peaked at $152K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.