Cerity Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.73M | Buy |
61,451
+2,360
| +4% | +$434K | 0.01% | 705 |
|
|
2025
Q4 | $14.9M | Buy |
59,091
+26,652
| +82% | +$6.41M | 0.02% | 496 |
|
|
2025
Q3 | $8.53M | Buy |
32,439
+17,810
| +122% | +$5.19M | 0.01% | 646 |
|
|
2025
Q2 | $5.91M | Sell |
14,629
-745
| -5% | -$312K | 0.01% | 737 |
|
|
2025
Q1 | $6.45M | Sell |
15,374
-590
| -4% | -$291K | 0.01% | 631 |
|
|
2024
Q4 | $7.89M | Sell |
15,964
-1,204
| -7% | -$621K | 0.02% | 569 |
|
|
2024
Q3 | $8.7M | Buy |
17,168
+10,729
| +167% | +$5.16M | 0.02% | 525 |
|
|
2024
Q2 | $2.89M | Sell |
6,439
-5,369
| -45% | -$2.39M | 0.01% | 772 |
|
|
2024
Q1 | $5.63M | Buy |
11,808
+7,779
| +193% | +$3.58M | 0.01% | 623 |
|
|
2023
Q4 | $1.82M | Buy |
4,029
+1,014
| +34% | +$405K | 0.01% | 794 |
|
|
2023
Q3 | $1.04M | Buy |
3,015
+1,185
| +65% | +$413K | 0.01% | 747 |
|
|
2023
Q2 | $641K | Sell |
1,830
-122
| -6% | -$39.7K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $636K | Buy |
1,952
+341
| +21% | +$113K | ﹤0.01% | 1177 |
|
|
2022
Q4 | $542K | Buy |
1,611
+391
| +32% | +$126K | ﹤0.01% | 910 |
|
|
2022
Q3 | $338K | Buy |
1,220
+47
| +4% | +$13.2K | ﹤0.01% | 848 |
|
|
2022
Q2 | $284K | Buy |
+1,173
| New | +$312K | ﹤0.01% | 927 |
|
|
2022
Q1 | – | Sell |
-1,061
| Closed | -$357K | – | 1020 |
|
|
2021
Q4 | $357K | Buy |
+1,061
| New | +$341K | 0.01% | 716 |
|
|
2019
Q2 | – | Sell |
-2,256
| Closed | -$342K | – | 536 |
|
|
2019
Q1 | $342K | Buy |
2,256
+277
| +14% | +$38.4K | 0.02% | 396 |
|
|
2018
Q4 | $253K | Buy |
1,979
+487
| +33% | +$70.3K | 0.02% | 435 |
|
|
2018
Q3 | $236K | Buy |
+1,492
| New | +$216K | 0.02% | 480 |
|
Other funds holding IT
IFP
VCM
VPM
