Burleson & Co’s Gartner IT Stock Holding History

Burleson & Co’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	-2	Closed	-$1K	–	473
2022 Q1	$1K	Buy	+2	New	+$579	﹤0.01%	366

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

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

GIM

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

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

ACM

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

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

Burleson & Co's IT Position: Q2 2022 in Review

Burleson & Co sold out of Gartner (IT) in Q2 2022, closing a stake of 2 shares — an estimated $1K sold.

Burleson & Co first reported a position in IT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

Burleson & Co reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 2 Gartner shares in Q2 2022, an estimated $1K.
Burleson & Co first reported a position in Gartner in Q1 2022 and held it in 1 quarter.
Burleson & Co's Gartner position peaked at $1K in Q1 2022.
690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.