Canandaigua National Corp’s Gartner IT Stock Holding History

Canandaigua National Corp’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 Q4	$1.13M	Sell	3,369 -48	-1%	-$15.5K	0.19%	124
2022 Q3	$945K	Sell	3,417 -112	-3%	-$31.4K	0.17%	135
2022 Q2	$853K	Sell	3,529 -1,278	-27%	-$340K	0.15%	135
2022 Q1	$1.43M	Sell	4,807 -591	-11%	-$171K	0.22%	116
2021 Q4	$1.8M	Sell	5,398 -31	-0.6%	-$9.97K	0.27%	104
2021 Q3	$1.65M	Sell	5,429 -289	-5%	-$83.8K	0.27%	104
2021 Q2	$1.39M	Sell	5,718 -1,821	-24%	-$398K	0.22%	116
2021 Q1	$1.38M	Sell	7,539 -667	-8%	-$116K	0.23%	116
2020 Q4	$1.31M	Sell	8,206 -106	-1%	-$15.3K	0.23%	114
2020 Q3	$1.04M	Sell	8,312 -235	-3%	-$29.9K	0.18%	124
2020 Q2	$1.04M	Buy	+8,547	New	+$988K	0.19%	120

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

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Canandaigua National Corp's IT Position: Q4 2022 in Review

Canandaigua National Corp reduced its Gartner (IT) stake by 1.4% in Q4 2022, selling an estimated $15.5K and leaving 3,369 shares worth $1.13M. The position accounts for 0.19% of the portfolio, ranked #124.

Canandaigua National Corp first reported a position in IT in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Canandaigua National Corp held 3,369 shares of Gartner worth $1.13M as of Q4 2022.
Canandaigua National Corp sold 48 Gartner shares in Q4 2022, an estimated $15.5K.
Gartner made up 0.19% of Canandaigua National Corp's portfolio in Q4 2022, its #124 holding.
Canandaigua National Corp first reported a position in Gartner in Q2 2020 and has held it in 11 quarters since.
Canandaigua National Corp's Gartner position peaked at $1.8M in Q4 2021.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Canandaigua National Corp's 13F filing for Q4 2022, filed 25 Jan 2023.