CNC
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
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