Crestone Asset Management’s Gartner IT Stock Holding History

Crestone Asset 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
2023 Q4	–	Sell	-649	Closed	-$223K	–	121
2023 Q3	$223K	Buy	+649	New	+$226K	0.05%	104

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Crestone Asset Management's IT Position: Q4 2023 in Review

Crestone Asset Management sold out of Gartner (IT) in Q4 2023, closing a stake of 649 shares — an estimated $223K sold.

Crestone Asset Management first reported a position in IT in Q3 2023 and held it in 1 quarter. The position peaked at $223K in Q3 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Crestone Asset Management reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 649 Gartner shares in Q4 2023, an estimated $223K.
Crestone Asset Management first reported a position in Gartner in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's Gartner position peaked at $223K in Q3 2023.
864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.