Boston Financial Management’s Gartner IT Stock Holding History

Boston Financial Management’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	$11.3M	Buy	23,246 +203	+0.9%	+$105K	0.34%	69
2024 Q3	$11.7M	Sell	23,043 -182	-0.8%	-$87.5K	0.35%	68
2024 Q2	$10.4M	Buy	23,225 +422	+2%	+$188K	0.33%	68
2024 Q1	$10.9M	Buy	22,803 +458	+2%	+$211K	0.35%	68
2023 Q4	$10.1M	Buy	22,345 +287	+1%	+$115K	0.34%	67
2023 Q3	$7.58M	Buy	22,058 +778	+4%	+$271K	0.28%	74
2023 Q2	$7.45M	Buy	21,280 +1,747	+9%	+$569K	0.27%	79
2023 Q1	$6.36M	Buy	+19,533	New	+$6.46M	0.25%	81

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Boston Financial Management's IT Position: Q4 2024 in Review

Boston Financial Management increased its Gartner (IT) stake by 0.88% in Q4 2024, buying an estimated $105K and bringing the position to 23,246 shares worth $11.3M. The position accounts for 0.34% of the portfolio, ranked #69.

Boston Financial Management first reported a position in IT in Q1 2023 and has held it in 8 quarters since. The position peaked at $11.7M in Q3 2024. 953 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Boston Financial Management held 23,246 shares of Gartner worth $11.3M as of Q4 2024.
Boston Financial Management bought 203 Gartner shares in Q4 2024, an estimated $105K.
Gartner made up 0.34% of Boston Financial Management's portfolio in Q4 2024, its #69 holding.
Boston Financial Management first reported a position in Gartner in Q1 2023 and has held it in 8 quarters since.
Boston Financial Management's Gartner position peaked at $11.7M in Q3 2024.
953 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.