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Cadent Capital Advisors’s Gartner IT Stock Holding History

Cadent Capital Advisors’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
-745
Closed -$361K – 153
2024
Q4 		$361K Hold
745
– – 0.13% 100
2024
Q3 		$378K Buy
+745
New +$358K 0.12% 102
2021
Q4 		– Sell
-1,169
Closed -$355K – 127
2021
Q3 		$355K Hold
1,169
– – 0.16% 80
2021
Q2 		$283K Sell
1,169
-92
-7% -$20.1K 0.12% 112
2021
Q1 		$230K Sell
1,261
-65
-5% -$11.3K 0.1% 113
2020
Q4 		$212K Buy
+1,326
New +$191K 0.1% 107

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

Cadent Capital Advisors's IT Position: Q1 2025 in Review

Cadent Capital Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 745 shares — an estimated $361K sold.

Cadent Capital Advisors first reported a position in IT in Q4 2020 and held it in 6 quarters. The position peaked at $378K in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Cadent Capital Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Cadent Capital Advisors sold 745 Gartner shares in Q1 2025, an estimated $361K.
  • Cadent Capital Advisors first reported a position in Gartner in Q4 2020 and held it in 6 quarters.
  • Cadent Capital Advisors's Gartner position peaked at $378K in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Cadent Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.