Corient Capital Partners’s Gartner IT Stock Holding History

Corient Capital 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
2022 Q3	$1.36M	Buy	5,606 +12	+0.2%	+$3.36K	0.1%	167
2022 Q2	$1.35M	Buy	5,594 +1,356	+32%	+$361K	0.1%	177
2022 Q1	$1.26M	Buy	4,238 +2,735	+182%	+$792K	0.08%	211
2021 Q4	$502K	Buy	1,503 +70	+5%	+$22.5K	0.03%	370
2021 Q3	$435K	Buy	1,433 +175	+14%	+$50.7K	0.03%	394
2021 Q2	$305K	Buy	1,258 +128	+11%	+$28K	0.02%	483
2021 Q1	$206K	Buy	+1,130	New	+$196K	0.02%	559

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

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

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

ACM

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

Corient Capital Partners's IT Position: Q3 2022 in Review

Corient Capital Partners increased its Gartner (IT) stake by 0.21% in Q3 2022, buying an estimated $3.36K and bringing the position to 5,606 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #167.

Corient Capital Partners first reported a position in IT in Q1 2021 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

Corient Capital Partners held 5,606 shares of Gartner worth $1.36M as of Q3 2022.
Corient Capital Partners bought 12 Gartner shares in Q3 2022, an estimated $3.36K.
Gartner made up 0.1% of Corient Capital Partners's portfolio in Q3 2022, its #167 holding.
Corient Capital Partners first reported a position in Gartner in Q1 2021 and has held it in 7 quarters since.
694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.