BFG
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Bleakley Financial Group’s Gartner IT Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-3,546
Closed -$1.72M – 740
2024
Q4 		$1.72M Sell
3,546
-4
-0.1% -$2.06K 0.05% 279
2024
Q3 		$1.8M Buy
3,550
+203
+6% +$97.6K 0.05% 271
2024
Q2 		$1.5M Buy
3,347
+119
+4% +$52.9K 0.04% 329
2024
Q1 		$1.54M Buy
3,228
+224
+7% +$103K 0.04% 339
2023
Q4 		$1.36M Sell
3,004
-15
-0.5% -$5.99K 0.04% 344
2023
Q3 		$1.04M Sell
3,019
-111
-4% -$38.7K 0.04% 373
2023
Q2 		$1.1M Sell
3,130
-4
-0.1% -$1.3K 0.03% 383
2023
Q1 		$1.02M Sell
3,134
-376
-11% -$124K 0.03% 381
2022
Q4 		$1.18M Buy
+3,510
New +$1.13M 0.04% 353

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bleakley Financial Group's IT Position: Q1 2025 in Review

Bleakley Financial Group sold out of Gartner (IT) in Q1 2025, closing a stake of 3,546 shares — an estimated $1.72M sold.

Bleakley Financial Group first reported a position in IT in Q4 2022 and held it in 9 quarters. The position peaked at $1.8M in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Bleakley Financial Group reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,546 Gartner shares in Q1 2025, an estimated $1.72M.
  • Bleakley Financial Group first reported a position in Gartner in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Gartner position peaked at $1.8M in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.