Cambridge Trust’s Gartner IT Stock Holding History

Cambridge Trust’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 Q1	$18.1K	Sell	38 -93	-71%	-$42.8K	﹤0.01%	528
2023 Q4	$59.1K	Hold	131	–	–	﹤0.01%	403
2023 Q3	$45K	Hold	131	–	–	﹤0.01%	426
2023 Q2	$45.9K	Hold	131	–	–	﹤0.01%	439
2023 Q1	$42.7K	Hold	131	–	–	﹤0.01%	458
2022 Q4	$44K	Buy	131 +27	+26%	+$8.71K	﹤0.01%	468
2022 Q3	$29K	Hold	104	–	–	﹤0.01%	516
2022 Q2	$25K	Hold	104	–	–	﹤0.01%	579
2022 Q1	$31K	Buy	+104	New	+$30.1K	﹤0.01%	609
2020 Q1	–	Sell	-1,450	Closed	-$223K	–	249
2019 Q4	$223K	Hold	1,450	–	–	0.01%	254
2019 Q3	$207K	Hold	1,450	–	–	0.01%	250
2019 Q2	$233K	Buy	+1,450	New	+$227K	0.01%	236

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cambridge Trust's IT Position: Q1 2024 in Review

Cambridge Trust reduced its Gartner (IT) stake by 71% in Q1 2024, selling an estimated $42.8K and leaving 38 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Cambridge Trust first reported a position in IT in Q2 2019 and has held it in 12 quarters since. The position peaked at $233K in Q2 2019. 881 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Cambridge Trust held 38 shares of Gartner worth $18.1K as of Q1 2024.
Cambridge Trust sold 93 Gartner shares in Q1 2024, an estimated $42.8K.
Gartner made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #528 holding.
Cambridge Trust first reported a position in Gartner in Q2 2019 and has held it in 12 quarters since.
Cambridge Trust's Gartner position peaked at $233K in Q2 2019.
881 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.