Carroll Financial Associates’s Gartner IT Stock Holding History

Carroll Financial 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
2021 Q4	$17K	Sell	53 -41	-44%	-$13.2K	﹤0.01%	1015
2021 Q3	$28K	Buy	94 +28	+42%	+$8.12K	﹤0.01%	901
2021 Q2	$15K	Sell	66 -48	-42%	-$10.5K	﹤0.01%	1165
2021 Q1	$20K	Buy	114 +4	+4%	+$695	﹤0.01%	1020
2020 Q4	$17K	Sell	110 -7	-6%	-$1.01K	﹤0.01%	966
2020 Q3	$14K	Hold	117	–	–	﹤0.01%	957
2020 Q2	$14K	Sell	117 -6	-5%	-$693	﹤0.01%	944
2020 Q1	$12K	Buy	123 +11	+10%	+$1.51K	﹤0.01%	893
2019 Q4	$17K	Hold	112	–	–	﹤0.01%	911
2019 Q3	$16K	Sell	112 -97	-46%	-$14.1K	﹤0.01%	881
2019 Q2	$33K	Buy	209 +14	+7%	+$2.19K	﹤0.01%	700
2019 Q1	$29K	Hold	195	–	–	﹤0.01%	665
2018 Q4	$24K	Hold	195	–	–	﹤0.01%	627
2018 Q3	$30K	Hold	195	–	–	﹤0.01%	607
2018 Q2	$25K	Buy	195 +119	+157%	+$15.2K	﹤0.01%	620
2018 Q1	$8K	Buy	76 +16	+27%	+$2K	﹤0.01%	885
2017 Q4	$7K	Buy	60 +48	+400%	+$5.83K	﹤0.01%	924
2017 Q3	$1K	Buy	+12	New	+$1.48K	﹤0.01%	1147

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's IT Position: Q4 2021 in Review

Carroll Financial Associates reduced its Gartner (IT) stake by 44% in Q4 2021, selling an estimated $13.2K and leaving 53 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Carroll Financial Associates first reported a position in IT in Q3 2017 and has held it in 18 quarters since. The position peaked at $33K in Q2 2019. 691 funds tracked by Wall St. Rank hold IT as of Q4 2021.

Carroll Financial Associates held 53 shares of Gartner worth $17K as of Q4 2021.
Carroll Financial Associates sold 41 Gartner shares in Q4 2021, an estimated $13.2K.
Gartner made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1015 holding.
Carroll Financial Associates first reported a position in Gartner in Q3 2017 and has held it in 18 quarters since.
Carroll Financial Associates's Gartner position peaked at $33K in Q2 2019.
691 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.