Canandaigua National Bank & Trust’s Gartner IT Stock Holding History

Canandaigua National Bank & 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
2025 Q3	–	Sell	-819	Closed	-$331K	–	327
2025 Q2	$331K	Sell	819 -7	-0.8%	-$2.93K	0.03%	264
2025 Q1	$347K	Sell	826 -167	-17%	-$82.3K	0.03%	260
2024 Q4	$481K	Sell	993 -487	-33%	-$251K	0.05%	233
2024 Q3	$750K	Sell	1,480 -168	-10%	-$80.8K	0.07%	208
2024 Q2	$740K	Sell	1,648 -306	-16%	-$136K	0.08%	185
2024 Q1	$931K	Sell	1,954 -463	-19%	-$213K	0.14%	148
2023 Q4	$1.09M	Sell	2,417 -48	-2%	-$19.2K	0.17%	131
2023 Q3	$847K	Sell	2,465 -839	-25%	-$293K	0.14%	143
2023 Q2	$1.16M	Sell	3,304 -109	-3%	-$35.5K	0.19%	129
2023 Q1	$1.11M	Buy	+3,413	New	+$1.13M	0.19%	130
2020 Q1	$961K	Sell	9,653 -1,010	-9%	-$138K	0.2%	119
2019 Q4	$1.64M	Sell	10,663 -375	-3%	-$57.3K	0.28%	97
2019 Q3	$1.58M	Sell	11,038 -412	-4%	-$59.9K	0.28%	97
2019 Q2	$1.84M	Sell	11,450 -111	-1%	-$17.4K	0.34%	84
2019 Q1	$1.75M	Sell	11,561 -781	-6%	-$108K	0.34%	83
2018 Q4	$1.58M	Sell	12,342 -3,669	-23%	-$529K	0.33%	81
2018 Q3	$2.54M	Sell	16,011 -271	-2%	-$39.3K	0.45%	63
2018 Q2	$2.16M	Sell	16,282 -501	-3%	-$64.1K	0.42%	69
2018 Q1	$1.97M	Buy	+16,783	New	+$2.1M	0.25%	104

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 $33.1B AUM 11.16% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Canandaigua National Bank & Trust's IT Position: Q3 2025 in Review

Canandaigua National Bank & Trust sold out of Gartner (IT) in Q3 2025, closing a stake of 819 shares — an estimated $331K sold.

Canandaigua National Bank & Trust first reported a position in IT in Q1 2018 and held it in 19 quarters. The position peaked at $2.54M in Q3 2018. 794 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Canandaigua National Bank & Trust reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Canandaigua National Bank & Trust sold 819 Gartner shares in Q3 2025, an estimated $331K.
Canandaigua National Bank & Trust first reported a position in Gartner in Q1 2018 and held it in 19 quarters.
Canandaigua National Bank & Trust's Gartner position peaked at $2.54M in Q3 2018.
794 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2025, filed 7 Oct 2025.