Bedel Financial Consulting’s Gartner IT Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-91	Closed	-$27K	–	526
2022 Q1	$27K	Hold	91	–	–	0.01%	502
2021 Q4	$30K	Hold	91	–	–	0.01%	492
2021 Q3	$28K	Hold	91	–	–	0.01%	489
2021 Q2	$22K	Hold	91	–	–	0.01%	542
2021 Q1	$17K	Hold	91	–	–	0.01%	541
2020 Q4	$15K	Hold	91	–	–	0.01%	493
2020 Q3	$11K	Hold	91	–	–	0.01%	500
2020 Q2	$11K	Hold	91	–	–	0.01%	476
2020 Q1	$9K	Hold	91	–	–	0.01%	493
2019 Q4	$14K	Hold	91	–	–	0.01%	449
2019 Q3	$13K	Hold	91	–	–	0.01%	441
2019 Q2	$15K	Hold	91	–	–	0.01%	426
2019 Q1	$14K	Hold	91	–	–	0.01%	437
2018 Q4	$12K	Hold	91	–	–	0.01%	432
2018 Q3	$13K	Hold	91	–	–	0.01%	444
2018 Q2	$12K	Buy	+91	New	+$11.6K	0.01%	453

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 $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bedel Financial Consulting's IT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Gartner (IT) in Q2 2022, closing a stake of 91 shares — an estimated $27K sold.

Bedel Financial Consulting first reported a position in IT in Q2 2018 and held it in 16 quarters. The position peaked at $30K in Q4 2021. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

Bedel Financial Consulting reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 91 Gartner shares in Q2 2022, an estimated $27K.
Bedel Financial Consulting first reported a position in Gartner in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Gartner position peaked at $30K in Q4 2021.
690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.