CIP
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Capital Insight Partners’s Gartner IT Stock Holding History

Capital Insight Partners’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
2023
Q4 		– Sell
-605
Closed -$208K – 164
2023
Q3 		$208K Hold
605
– – 0.05% 161
2023
Q2 		$212K Buy
+605
New +$197K 0.05% 162
2023
Q1 		– Sell
-605
Closed -$203K – 165
2022
Q4 		$203K Buy
+605
New +$195K 0.05% 157
2022
Q1 		– Sell
-735
Closed -$246K – 165
2021
Q4 		$246K Sell
735
-35
-5% -$11.3K 0.05% 141
2021
Q3 		$234K Sell
770
-128
-14% -$37.1K 0.05% 143
2021
Q2 		$217K Sell
898
-11,544
-93% -$2.53M 0.05% 147
2021
Q1 		$2.27M Sell
12,442
-160
-1% -$27.8K 0.55% 73
2020
Q4 		$2.02M Buy
12,602
+109
+0.9% +$15.7K 0.51% 76
2020
Q3 		$1.56M Sell
12,493
-16
-0.1% -$2.03K 0.44% 85
2020
Q2 		$1.52M Buy
12,509
+470
+4% +$54.3K 0.48% 75
2020
Q1 		$1.2M Buy
12,039
+1,892
+19% +$259K 0.63% 52
2019
Q4 		$1.56M Buy
10,147
+94
+0.9% +$14.4K 0.72% 46
2019
Q3 		$1.44M Sell
10,053
-94
-0.9% -$13.7K 1.26% 36
2019
Q2 		$1.63M Sell
10,147
-35
-0.3% -$5.47K 1.42% 31
2019
Q1 		$1.54M Buy
10,182
+49
+0.5% +$6.8K 1.4% 34
2018
Q4 		$1.29M Buy
10,133
+51
+0.5% +$7.36K 1.34% 34
2018
Q3 		$1.6M Sell
10,082
-1,242
-11% -$180K 1.41% 30
2018
Q2 		$1.5M Buy
11,324
+119
+1% +$15.2K 1.24% 37
2018
Q1 		$1.32M Buy
11,205
+129
+1% +$16.1K 1.07% 45
2017
Q4 		$1.36M Buy
11,076
+44
+0.4% +$5.34K 1.07% 46
2017
Q3 		$1.37M Buy
11,032
+302
+3% +$37.3K 1.16% 45
2017
Q2 		$1.32M Sell
10,730
-577
-5% -$67K 1.18% 42
2017
Q1 		$1.22M Buy
11,307
+504
+5% +$51.9K 1.11% 43
2016
Q4 		$1.09M Buy
+10,803
New +$1.04M 1.08% 40

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital Insight Partners's IT Position: Q4 2023 in Review

Capital Insight Partners sold out of Gartner (IT) in Q4 2023, closing a stake of 605 shares — an estimated $208K sold.

Capital Insight Partners first reported a position in IT in Q4 2016 and held it in 24 quarters. The position peaked at $2.27M in Q1 2021. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Capital Insight Partners reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Capital Insight Partners sold 605 Gartner shares in Q4 2023, an estimated $208K.
  • Capital Insight Partners first reported a position in Gartner in Q4 2016 and held it in 24 quarters.
  • Capital Insight Partners's Gartner position peaked at $2.27M in Q1 2021.
  • 865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Capital Insight Partners's 13F filing for Q4 2023, filed 24 Jan 2024.