Catalyst Capital Advisors’s Gartner IT Stock Holding History

Catalyst Capital Advisors’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 Q4	–	Sell	-37	Closed	-$18.8K	–	552
2024 Q3	$18.8K	Buy	+37	New	+$17.8K	﹤0.01%	464
2016 Q4	–	Sell	-992	Closed	-$88K	–	460
2016 Q3	$88K	Sell	992 -236	-19%	-$22.1K	0.01%	291
2016 Q2	$120K	Sell	1,228 -117	-9%	-$11.1K	0.02%	290
2016 Q1	$120K	Buy	+1,345	New	+$114K	0.02%	281
2015 Q3	–	Sell	-3,044	Closed	-$261K	–	576
2015 Q2	$261K	Buy	3,044 +83	+3%	+$7.12K	0.03%	288
2015 Q1	$248K	Sell	2,961 -625	-17%	-$51.6K	0.03%	267
2014 Q4	$302K	Buy	3,586 +915	+34%	+$74.3K	0.04%	280
2014 Q3	$196K	Sell	2,671 -64	-2%	-$4.65K	0.03%	293
2014 Q2	$193K	Buy	+2,735	New	+$191K	0.03%	291

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Catalyst Capital Advisors's IT Position: Q4 2024 in Review

Catalyst Capital Advisors sold out of Gartner (IT) in Q4 2024, closing a stake of 37 shares — an estimated $18.8K sold.

Catalyst Capital Advisors first reported a position in IT in Q2 2014 and held it in 9 quarters. The position peaked at $302K in Q4 2014. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Catalyst Capital Advisors reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
Catalyst Capital Advisors sold 37 Gartner shares in Q4 2024, an estimated $18.8K.
Catalyst Capital Advisors first reported a position in Gartner in Q2 2014 and held it in 9 quarters.
Catalyst Capital Advisors's Gartner position peaked at $302K in Q4 2014.
954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Catalyst Capital Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.