Column Capital Advisors’s Gartner IT Stock Holding History

Column 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
2023 Q3	$22K	Hold	64	–	–	﹤0.01%	420
2023 Q2	$22.4K	Sell	64 -67	-51%	-$21.8K	﹤0.01%	421
2023 Q1	$42.7K	Hold	131	–	–	0.01%	344
2022 Q4	$44K	Sell	131 -89	-40%	-$28.7K	0.01%	317
2022 Q3	$61K	Hold	220	–	–	0.01%	244
2022 Q2	$53K	Hold	220	–	–	0.01%	271
2022 Q1	$65K	Hold	220	–	–	0.01%	259
2021 Q4	$74K	Sell	220 -98	-31%	-$31.5K	0.01%	240
2021 Q3	$97K	Sell	318 -102	-24%	-$29.6K	0.02%	186
2021 Q2	$102K	Sell	420 -223	-35%	-$48.8K	0.02%	185
2021 Q1	$117K	Sell	643 -48	-7%	-$8.35K	0.03%	162
2020 Q4	$111K	Sell	691 -15	-2%	-$2.16K	0.03%	159
2020 Q3	$88K	Buy	706 +11	+2%	+$1.4K	0.03%	168
2020 Q2	$84K	Buy	695 +18	+3%	+$2.08K	0.03%	168
2020 Q1	$67K	Buy	677 +139	+26%	+$19K	0.03%	166
2019 Q4	$82K	Buy	+538	New	+$82.1K	0.04%	172

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

Column Capital Advisors's IT Position: Q3 2023 in Review

Column Capital Advisors held its Gartner (IT) position steady in Q3 2023 at 64 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Column Capital Advisors first reported a position in IT in Q4 2019 and has held it in 16 quarters since. The position peaked at $117K in Q1 2021. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Column Capital Advisors held 64 shares of Gartner worth $22K as of Q3 2023.
Column Capital Advisors left its Gartner share count unchanged in Q3 2023.
Gartner made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #420 holding.
Column Capital Advisors first reported a position in Gartner in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Gartner position peaked at $117K in Q1 2021.
791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.