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Benjamin F. Edwards & Company’s Gartner IT Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$87K Sell
194
-3
-2% -$1.33K ﹤0.01% 1148
2024
Q1 		$93K Hold
197
– – ﹤0.01% 1120
2023
Q4 		$88K Buy
197
+43
+28% +$17.2K ﹤0.01% 1107
2023
Q3 		$53K Sell
154
-16
-9% -$5.58K ﹤0.01% 1061
2023
Q2 		$60K Hold
170
– – ﹤0.01% 1042
2023
Q1 		$55K Hold
170
– – ﹤0.01% 1063
2022
Q4 		$57K Hold
170
– – ﹤0.01% 1049
2022
Q3 		$47K Hold
170
– – ﹤0.01% 1069
2022
Q2 		$41K Buy
170
+50
+42% +$13.3K ﹤0.01% 1086
2022
Q1 		$36K Sell
120
-35
-23% -$10.1K ﹤0.01% 1107
2021
Q4 		$52K Sell
155
-3,273
-95% -$1.05M ﹤0.01% 1044
2021
Q3 		$1.04M Buy
3,428
+3,315
+2,934% +$961K 0.05% 326
2021
Q2 		$27K Sell
113
-9
-7% -$1.97K ﹤0.01% 1160
2021
Q1 		$22K Hold
122
– – ﹤0.01% 1182
2020
Q4 		$20K Sell
122
-91
-43% -$13.1K ﹤0.01% 1145
2020
Q3 		$27K Sell
213
-37
-15% -$4.7K ﹤0.01% 1046
2020
Q2 		$30K Sell
250
-1,450
-85% -$168K ﹤0.01% 996
2020
Q1 		$169K Hold
1,700
– – 0.01% 550
2019
Q4 		$262K Hold
1,700
– – 0.02% 536
2019
Q3 		$243K Buy
1,700
+500
+42% +$72.7K 0.02% 519
2019
Q2 		$193K Hold
1,200
– – 0.02% 534
2019
Q1 		$182K Hold
1,200
– – 0.02% 523
2018
Q4 		$153K Sell
1,200
-7
-0.6% -$1.01K 0.02% 543
2018
Q3 		$191K Buy
1,207
+7
+0.6% +$1.01K 0.02% 538
2018
Q2 		$159K Buy
1,200
+100
+9% +$12.8K 0.02% 564
2018
Q1 		$129K Buy
1,100
+100
+10% +$12.5K 0.01% 613
2017
Q4 		$123K Hold
1,000
– – 0.01% 600
2017
Q3 		$124K Hold
1,000
– – 0.01% 563
2017
Q2 		$124K Buy
+1,000
New +$116K 0.02% 525

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Benjamin F. Edwards & Company's IT Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Gartner (IT) stake by 1.5% in Q2 2024, selling an estimated $1.33K and leaving 194 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Benjamin F. Edwards & Company first reported a position in IT in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2021. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Benjamin F. Edwards & Company held 194 shares of Gartner worth $87K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 3 Gartner shares in Q2 2024, an estimated $1.33K.
  • Gartner made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1148 holding.
  • Benjamin F. Edwards & Company first reported a position in Gartner in Q2 2017 and has held it in 29 quarters since.
  • Benjamin F. Edwards & Company's Gartner position peaked at $1.04M in Q3 2021.
  • 875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.