Capital Insight Partners’s Gartner IT Stock Holding History
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
GIM
