AFS
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Annapolis Financial Services’s Gartner IT Stock Holding History

Annapolis Financial Services’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
Q3 		$381 Buy
+1
New +$481 ﹤0.01% 413

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Annapolis Financial Services's IT Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Gartner (IT) in Q3 2024: 1 share worth $381. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Annapolis Financial Services held 1 share of Gartner worth $381 as of Q3 2024.
  • Gartner was a new Annapolis Financial Services position in Q3 2024.
  • Gartner made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #413 holding.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.