Convergence Investment Partners’s Gartner IT Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-834	Closed	-$272K	–	181
2023 Q1	$272K	Buy	+834	New	+$276K	0.16%	134
2022 Q3	–	Sell	-1,848	Closed	-$447K	–	227
2022 Q2	$447K	Buy	1,848 +315	+21%	+$83.8K	0.27%	97
2022 Q1	$456K	Buy	1,533 +221	+17%	+$64K	0.24%	105
2021 Q4	$439K	Buy	1,312 +155	+13%	+$49.8K	0.22%	106
2021 Q3	$352K	Sell	1,157 -831	-42%	-$241K	0.19%	123
2021 Q2	$481K	Buy	+1,988	New	+$435K	0.21%	109
2018 Q2	–	Sell	-11	Closed	-$1K	–	599
2018 Q1	$1K	Buy	+11	New	+$1.37K	﹤0.01%	991

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Convergence Investment Partners's IT Position: Q2 2023 in Review

Convergence Investment Partners sold out of Gartner (IT) in Q2 2023, closing a stake of 834 shares — an estimated $272K sold.

Convergence Investment Partners first reported a position in IT in Q1 2018 and held it in 7 quarters. The position peaked at $481K in Q2 2021. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Convergence Investment Partners reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Convergence Investment Partners sold 834 Gartner shares in Q2 2023, an estimated $272K.
Convergence Investment Partners first reported a position in Gartner in Q1 2018 and held it in 7 quarters.
Convergence Investment Partners's Gartner position peaked at $481K in Q2 2021.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Convergence Investment Partners's 13F filing for Q2 2023, filed 26 Jul 2023.