Desjardins Global Asset Management’s Gartner IT Stock Holding History

Desjardins Global 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	$157K	Sell	349 -3,333	-91%	-$1.33M	0.02%	391
2023 Q3	$1.27M	Buy	3,682 +1,223	+50%	+$427K	0.14%	156
2023 Q2	$861K	Buy	2,459 +533	+28%	+$174K	0.1%	204
2023 Q1	$627K	Buy	1,926 +83	+5%	+$27.4K	0.08%	213
2022 Q4	$619K	Buy	1,843 +87	+5%	+$28.1K	0.1%	197
2022 Q3	$485K	Hold	1,756	–	–	0.06%	228
2022 Q2	$424K	Buy	1,756 +124	+8%	+$33K	0.06%	247
2022 Q1	$485K	Sell	1,632 -27	-2%	-$7.82K	0.04%	266
2021 Q4	$554K	Buy	+1,659	New	+$533K	0.05%	266

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

Desjardins Global Asset Management's IT Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Gartner (IT) stake by 91% in Q4 2023, selling an estimated $1.33M and leaving 349 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #391.

Desjardins Global Asset Management first reported a position in IT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Desjardins Global Asset Management held 349 shares of Gartner worth $157K as of Q4 2023.
Desjardins Global Asset Management sold 3,333 Gartner shares in Q4 2023, an estimated $1.33M.
Gartner made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #391 holding.
Desjardins Global Asset Management first reported a position in Gartner in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Gartner position peaked at $1.27M in Q3 2023.
864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.