DI
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Disciplined Investments’s Gartner IT Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-11
Closed -$3.85K – 811
2023
Q2 		$3.85K Sell
11
-1
-8% -$326 ﹤0.01% 461
2023
Q1 		$3.91K Buy
12
+1
+9% +$331 ﹤0.01% 476
2022
Q4 		$3.7K Sell
11
-2
-15% -$645 ﹤0.01% 446
2022
Q3 		$4K Hold
13
– – ﹤0.01% 460
2022
Q2 		$3K Hold
13
– – ﹤0.01% 550
2022
Q1 		$4K Buy
+13
New +$3.76K ﹤0.01% 501

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's IT Position: Q3 2023 in Review

Disciplined Investments sold out of Gartner (IT) in Q3 2023, closing a stake of 11 shares — an estimated $3.85K sold.

Disciplined Investments first reported a position in IT in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Disciplined Investments reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Gartner shares in Q3 2023, an estimated $3.85K.
  • Disciplined Investments first reported a position in Gartner in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Gartner position peaked at $4K in Q3 2022.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.