Contravisory Investment Management’s Gartner IT Stock Holding History

Contravisory Investment 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
2025 Q2	–	Sell	-2,028	Closed	-$851K	–	413
2025 Q1	$851K	Buy	2,028 +73	+4%	+$36K	0.18%	85
2024 Q4	$947K	Sell	1,955 -5	-0.3%	-$2.58K	0.2%	60
2024 Q3	$993K	Buy	1,960 +99	+5%	+$47.6K	0.21%	58
2024 Q2	$836K	Sell	1,861 -27	-1%	-$12K	0.19%	64
2024 Q1	$900K	Sell	1,888 -37	-2%	-$17K	0.2%	59
2023 Q4	$868K	Sell	1,925 -27	-1%	-$10.8K	0.21%	59
2023 Q3	$671K	Buy	1,952 +18	+0.9%	+$6.28K	0.19%	65
2023 Q2	$678K	Buy	1,934 +26	+1%	+$8.47K	0.18%	63
2023 Q1	$622K	Buy	1,908 +767	+67%	+$254K	0.18%	70
2022 Q4	$384K	Buy	1,141 +575	+102%	+$186K	0.11%	131
2022 Q3	$157K	Buy	+566	New	+$159K	0.05%	196
2019 Q3	–	Sell	-2,091	Closed	-$337K	–	290
2019 Q2	$337K	Buy	+2,091	New	+$327K	0.13%	102
2018 Q3	–	Sell	-52	Closed	-$7K	–	331
2018 Q2	$7K	Sell	52 -31	-37%	-$3.97K	﹤0.01%	279
2018 Q1	$10K	Buy	83 +52	+168%	+$6.5K	﹤0.01%	268
2017 Q4	$4K	Hold	31	–	–	﹤0.01%	299
2017 Q3	$4K	Buy	+31	New	+$3.83K	﹤0.01%	306

Other funds holding IT

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

BlackRock New York $5.72T 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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return