Bartlett & Co’s Gartner IT Stock Holding History

Bartlett & Co’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	$100K	Hold	223	–	–	﹤0.01%	576
2023 Q3	$77K	Hold	223	–	–	﹤0.01%	578
2023 Q2	$78K	Hold	223	–	–	﹤0.01%	581
2023 Q1	$73K	Hold	223	–	–	﹤0.01%	506
2022 Q4	$75K	Buy	223 +13	+6%	+$4.2K	﹤0.01%	512
2022 Q3	$58K	Sell	210 -63	-23%	-$17.7K	﹤0.01%	545
2022 Q2	$66K	Buy	273 +71	+35%	+$18.9K	﹤0.01%	527
2022 Q1	$60K	Buy	+202	New	+$58.5K	﹤0.01%	560
2021 Q4	–	Sell	-202	Closed	-$61K	–	638
2021 Q3	$61K	Sell	202 -5	-2%	-$1.45K	﹤0.01%	479
2021 Q2	$50K	Hold	207	–	–	﹤0.01%	510
2021 Q1	$38K	Hold	207	–	–	﹤0.01%	581
2020 Q4	$33K	Buy	207 +5	+2%	+$720	﹤0.01%	597
2020 Q3	$25K	Hold	202	–	–	﹤0.01%	587
2020 Q2	$25K	Hold	202	–	–	﹤0.01%	587
2020 Q1	$20K	Buy	+202	New	+$27.7K	﹤0.01%	583
2019 Q3	$29K	Buy	+202	New	+$29.4K	﹤0.01%	604
2013 Q4	–	Sell	-23	Closed	-$1K	–	733
2013 Q3	$1K	Buy	+23	New	+$1.35K	﹤0.01%	784

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GIM

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

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

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

Bartlett & Co's IT Position: Q4 2023 in Review

Bartlett & Co held its Gartner (IT) position steady in Q4 2023 at 223 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Bartlett & Co first reported a position in IT in Q3 2013 and has held it in 17 quarters since. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Bartlett & Co held 223 shares of Gartner worth $100K as of Q4 2023.
Bartlett & Co left its Gartner share count unchanged in Q4 2023.
Gartner made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #576 holding.
Bartlett & Co first reported a position in Gartner in Q3 2013 and has held it in 17 quarters since.
864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.