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 $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

Polen Capital Management

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

Fidelity Investments

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

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

Wellington Management Group

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

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

Geode Capital Management

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