CM
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Crestline Management’s Gartner IT Stock Holding History

Crestline 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
Q1 		– Sell
-7,411
Closed -$3.59M – 323
2024
Q4 		$3.59M Sell
7,411
-1,474
-17% -$760K 0.12% 194
2024
Q3 		$4.5M Buy
8,885
+1,432
+19% +$688K 0.23% 116
2024
Q2 		$3.35M Buy
+7,453
New +$3.32M 0.26% 108
2023
Q4 		– Sell
-8,132
Closed -$2.79M – 174
2023
Q3 		$2.79M Buy
8,132
+5,125
+170% +$1.79M 0.33% 86
2023
Q2 		$1.05M Buy
+3,007
New +$979K 0.11% 133

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Crestline Management's IT Position: Q1 2025 in Review

Crestline Management sold out of Gartner (IT) in Q1 2025, closing a stake of 7,411 shares — an estimated $3.59M sold.

Crestline Management first reported a position in IT in Q2 2023 and held it in 5 quarters. The position peaked at $4.5M in Q3 2024. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Crestline Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 7,411 Gartner shares in Q1 2025, an estimated $3.59M.
  • Crestline Management first reported a position in Gartner in Q2 2023 and held it in 5 quarters.
  • Crestline Management's Gartner position peaked at $4.5M in Q3 2024.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.