Carmichael Hill & Associates’s Gartner IT Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$81.1K	Hold	160	–	–	0.03%	294
2024 Q2	$71.8K	Hold	160	–	–	0.03%	288
2024 Q1	$76.3K	Hold	160	–	–	0.03%	284
2023 Q4	$72.2K	Hold	160	–	–	0.03%	295
2023 Q3	$55K	Hold	160	–	–	0.03%	317
2023 Q2	$56K	Hold	160	–	–	0.03%	320
2023 Q1	$52.1K	Hold	160	–	–	0.03%	315
2022 Q4	$53.8K	Hold	160	–	–	0.03%	322
2022 Q3	$44K	Hold	160	–	–	0.02%	346
2022 Q2	$39K	Hold	160	–	–	0.02%	371
2022 Q1	$48K	Hold	160	–	–	0.02%	371
2021 Q4	$53K	Hold	160	–	–	0.02%	353
2021 Q3	$49K	Hold	160	–	–	0.02%	350
2021 Q2	$39K	Hold	160	–	–	0.02%	401
2021 Q1	$29K	Hold	160	–	–	0.02%	438
2020 Q4	$26K	Hold	160	–	–	0.02%	430
2020 Q3	$20K	Hold	160	–	–	0.01%	430
2020 Q2	$19K	Hold	160	–	–	0.01%	423
2020 Q1	$16K	Hold	160	–	–	0.01%	396
2019 Q4	$25K	Buy	+160	New	+$24.4K	0.02%	364

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carmichael Hill & Associates's IT Position: Q3 2024 in Review

Carmichael Hill & Associates held its Gartner (IT) position steady in Q3 2024 at 160 shares worth $81.1K. The position accounts for 0.03% of the portfolio, ranked #294.

Carmichael Hill & Associates first reported a position in IT in Q4 2019 and has held it in 20 quarters since. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Carmichael Hill & Associates held 160 shares of Gartner worth $81.1K as of Q3 2024.
Carmichael Hill & Associates left its Gartner share count unchanged in Q3 2024.
Gartner made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #294 holding.
Carmichael Hill & Associates first reported a position in Gartner in Q4 2019 and has held it in 20 quarters since.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.