Compagnie Lombard Odier SCmA’s Gartner IT Stock Holding History

Compagnie Lombard Odier SCmA’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 Q2	–	Sell	-310	Closed	-$92K	–	618
2022 Q1	$92K	Hold	310	–	–	﹤0.01%	389
2021 Q4	$104K	Hold	310	–	–	﹤0.01%	435
2021 Q3	$94K	Hold	310	–	–	﹤0.01%	436
2021 Q2	$75K	Hold	310	–	–	﹤0.01%	443
2021 Q1	$57K	Hold	310	–	–	﹤0.01%	494
2020 Q4	$50K	Hold	310	–	–	﹤0.01%	440
2020 Q3	$39K	Hold	310	–	–	﹤0.01%	408
2020 Q2	$38K	Hold	310	–	–	﹤0.01%	404
2020 Q1	$31K	Hold	310	–	–	﹤0.01%	376
2019 Q4	$48K	Sell	310 -10,000	-97%	-$1.53M	﹤0.01%	358
2019 Q3	$1.47M	Hold	10,310	–	–	0.06%	113
2019 Q2	$1.66M	Hold	10,310	–	–	0.07%	114
2019 Q1	$1.56M	Buy	10,310 +10,000	+3,226%	+$1.39M	0.06%	127
2018 Q4	$40K	Hold	310	–	–	﹤0.01%	403
2018 Q3	$49K	Hold	310	–	–	﹤0.01%	429
2018 Q2	$41K	Buy	+310	New	+$39.7K	﹤0.01%	458

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return