Daniel Loeb’s Gartner IT Stock Holding History

Daniel Loeb’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 Q2	–	Sell	-55,000	Closed	-$26.2M	–	46
2024 Q1	$26.2M	Buy	+55,000	New	+$25.3M	0.33%	29

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Daniel Loeb's IT Position: Q2 2024 in Review

Daniel Loeb sold out of Gartner (IT) in Q2 2024, closing a stake of 55,000 shares — an estimated $26.2M sold.

Daniel Loeb first reported a position in IT in Q1 2024 and held it in 1 quarter. The position peaked at $26.2M in Q1 2024. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

Daniel Loeb reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
Daniel Loeb sold 55,000 Gartner shares in Q2 2024, an estimated $26.2M.
Daniel Loeb first reported a position in Gartner in Q1 2024 and held it in 1 quarter.
Daniel Loeb's Gartner position peaked at $26.2M in Q1 2024.
875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Third Point's 13F filing for Q2 2024, filed 14 Aug 2024.