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Blue Barn Wealth’s Gartner IT Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-444
Closed -$225K – 159
2024
Q3 		$225K Buy
+444
New +$213K 0.12% 137
2024
Q2 		– Sell
-424
Closed -$202K – 144
2024
Q1 		$202K Sell
424
-53
-11% -$24.4K 0.11% 128
2023
Q4 		$215K Buy
+477
New +$191K 0.13% 108
2023
Q2 		– Sell
-701
Closed -$228K – 120
2023
Q1 		$228K Buy
701
+35
+5% +$11.6K 0.14% 110
2022
Q4 		$224K Buy
+666
New +$215K 0.15% 103
2022
Q1 		– Sell
-692
Closed -$231K – 127
2021
Q4 		$231K Sell
692
-14
-2% -$4.5K 0.16% 102
2021
Q3 		$215K Buy
+706
New +$205K 0.19% 99

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Barn Wealth's IT Position: Q4 2024 in Review

Blue Barn Wealth sold out of Gartner (IT) in Q4 2024, closing a stake of 444 shares — an estimated $225K sold.

Blue Barn Wealth first reported a position in IT in Q3 2021 and held it in 7 quarters. The position peaked at $231K in Q4 2021. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Blue Barn Wealth reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 444 Gartner shares in Q4 2024, an estimated $225K.
  • Blue Barn Wealth first reported a position in Gartner in Q3 2021 and held it in 7 quarters.
  • Blue Barn Wealth's Gartner position peaked at $231K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Blue Barn Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.