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Charter Oak Capital Management’s Gartner IT Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-17
Closed -$4K – 506
2022
Q2 		$4K Hold
17
– – ﹤0.01% 741
2022
Q1 		$5K Buy
+17
New +$4.92K ﹤0.01% 751

Other funds holding IT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Charter Oak Capital Management's IT Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Gartner (IT) in Q3 2022, closing a stake of 17 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in IT in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Gartner position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 17 Gartner shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Gartner in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Gartner position peaked at $5K in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.