C.M. Bidwell & Associates’s Gartner IT Stock Holding History

C.M. Bidwell & Associates’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
2023 Q3	–	Sell	-984	Closed	-$345K	–	556
2023 Q2	$345K	Sell	984 -16	-2%	-$5.21K	0.25%	69
2023 Q1	$326K	Sell	1,000 -146	-13%	-$48.3K	0.25%	66
2022 Q4	$385K	Sell	1,146 -12	-1%	-$3.87K	0.3%	55
2022 Q3	$320K	Buy	1,158 +833	+256%	+$234K	0.27%	65
2022 Q2	$79K	Buy	+325	New	+$86.5K	0.06%	246
2015 Q1	–	Sell	-3,620	Closed	-$305K	–	240
2014 Q4	$305K	Buy	+3,620	New	+$294K	0.07%	125

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

GIM

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

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

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

C.M. Bidwell & Associates's IT Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of Gartner (IT) in Q3 2023, closing a stake of 984 shares — an estimated $345K sold.

C.M. Bidwell & Associates first reported a position in IT in Q4 2014 and held it in 6 quarters. The position peaked at $385K in Q4 2022. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

C.M. Bidwell & Associates reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 984 Gartner shares in Q3 2023, an estimated $345K.
C.M. Bidwell & Associates first reported a position in Gartner in Q4 2014 and held it in 6 quarters.
C.M. Bidwell & Associates's Gartner position peaked at $385K in Q4 2022.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.