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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return