Aurora Investment Counsel’s Gartner IT Stock Holding History

Aurora Investment Counsel’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 Q1	–	Sell	-4,055	Closed	-$1.36M	–	120
2022 Q4	$1.36M	Buy	4,055 +335	+9%	+$108K	0.94%	51
2022 Q3	$1.03M	Buy	+3,720	New	+$1.04M	0.78%	65
2018 Q3	–	Sell	-7,691	Closed	-$1.02M	–	122
2018 Q2	$1.02M	Buy	7,691 +380	+5%	+$48.6K	0.5%	101
2018 Q1	$860K	Buy	+7,311	New	+$913K	0.43%	103

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Aurora Investment Counsel's IT Position: Q1 2023 in Review

Aurora Investment Counsel sold out of Gartner (IT) in Q1 2023, closing a stake of 4,055 shares — an estimated $1.36M sold.

Aurora Investment Counsel first reported a position in IT in Q1 2018 and held it in 4 quarters. The position peaked at $1.36M in Q4 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Aurora Investment Counsel reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
Aurora Investment Counsel sold 4,055 Gartner shares in Q1 2023, an estimated $1.36M.
Aurora Investment Counsel first reported a position in Gartner in Q1 2018 and held it in 4 quarters.
Aurora Investment Counsel's Gartner position peaked at $1.36M in Q4 2022.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Aurora Investment Counsel's 13F filing for Q1 2023, filed 5 Jun 2023.