ASB Consultores’s Gartner IT Stock Holding History

ASB Consultores’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	-472	Closed	-$239K	–	223
2024 Q3	$239K	Buy	+472	New	+$227K	0.09%	175
2024 Q2	–	Sell	-590	Closed	-$281K	–	246
2024 Q1	$281K	Buy	+590	New	+$272K	0.07%	229

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ASB Consultores's IT Position: Q4 2024 in Review

ASB Consultores sold out of Gartner (IT) in Q4 2024, closing a stake of 472 shares — an estimated $239K sold.

ASB Consultores first reported a position in IT in Q1 2024 and held it in 2 quarters. The position peaked at $281K in Q1 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

ASB Consultores reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
ASB Consultores sold 472 Gartner shares in Q4 2024, an estimated $239K.
ASB Consultores first reported a position in Gartner in Q1 2024 and held it in 2 quarters.
ASB Consultores's Gartner position peaked at $281K in Q1 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on ASB Consultores's 13F filing for Q4 2024, filed 23 Apr 2025.