CCA
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Criterion Capital Advisors’s Gartner IT Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$10.8K Hold
24
– – 0.01% 247
2024
Q3 		$10.8K Hold
24
– – 0.01% 247
2024
Q2 		$10.8K Hold
24
– – 0.01% 247
2024
Q1 		$11.4K Hold
24
– – 0.01% 246
2023
Q4 		$10.8K Buy
+24
New +$9.59K 0.01% 260

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Criterion Capital Advisors's IT Position: Q4 2024 in Review

Criterion Capital Advisors held its Gartner (IT) position steady in Q4 2024 at 24 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #247.

Criterion Capital Advisors first reported a position in IT in Q4 2023 and has held it in 5 quarters since. The position peaked at $11.4K in Q1 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Criterion Capital Advisors held 24 shares of Gartner worth $10.8K as of Q4 2024.
  • Criterion Capital Advisors left its Gartner share count unchanged in Q4 2024.
  • Gartner made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #247 holding.
  • Criterion Capital Advisors first reported a position in Gartner in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Gartner position peaked at $11.4K in Q1 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.