Asset Management Resources’s Gartner IT Stock Holding History

Asset Management Resources’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
2023 Q4	$757K	Hold	1,678	–	–	0.43%	20
2023 Q3	$577K	Hold	1,678	–	–	0.36%	22
2023 Q2	$588K	Hold	1,678	–	–	0.36%	21
2023 Q1	$547K	Hold	1,678	–	–	0.35%	23
2022 Q4	$564K	Hold	1,678	–	–	0.38%	25
2022 Q3	$464K	Hold	1,678	–	–	0.45%	26
2022 Q2	$406K	Hold	1,678	–	–	0.34%	27
2022 Q1	$499K	Buy	+1,678	New	+$486K	0.4%	24

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Asset Management Resources's IT Position: Q4 2023 in Review

Asset Management Resources held its Gartner (IT) position steady in Q4 2023 at 1,678 shares worth $757K. The position accounts for 0.43% of the portfolio, ranked #20.

Asset Management Resources first reported a position in IT in Q1 2022 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Asset Management Resources held 1,678 shares of Gartner worth $757K as of Q4 2023.
Asset Management Resources left its Gartner share count unchanged in Q4 2023.
Gartner made up 0.43% of Asset Management Resources's portfolio in Q4 2023, its #20 holding.
Asset Management Resources first reported a position in Gartner in Q1 2022 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.