Diversified Trust’s Gartner IT Stock Holding History

Diversified Trust’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
2025 Q1	–	Sell	-438	Closed	-$212K	–	981
2024 Q4	$212K	Buy	438 +42	+11%	+$21.7K	0.01%	835
2024 Q3	$201K	Buy	+396	New	+$190K	0.01%	835
2023 Q4	–	Sell	-601	Closed	-$207K	–	907
2023 Q3	$207K	Buy	+601	New	+$210K	0.01%	741
2023 Q2	–	Sell	-965	Closed	-$314K	–	868
2023 Q1	$314K	Sell	965 -948	-50%	-$313K	0.01%	603
2022 Q4	$643K	Buy	1,913 +34	+2%	+$11K	0.03%	363
2022 Q3	$520K	Sell	1,879 -590	-24%	-$165K	0.02%	381
2022 Q2	$597K	Buy	2,469 +890	+56%	+$237K	0.03%	339
2022 Q1	$470K	Hold	1,579	–	–	0.02%	480
2021 Q4	$528K	Sell	1,579 -467	-23%	-$150K	0.02%	445
2021 Q3	$622K	Sell	2,046 -1,509	-42%	-$438K	0.02%	334
2021 Q2	$861K	Buy	3,555 +1,742	+96%	+$381K	0.03%	266
2021 Q1	$331K	Sell	1,813 -456	-20%	-$79.3K	0.01%	505
2020 Q4	$363K	Buy	2,269 +459	+25%	+$66.1K	0.01%	448
2020 Q3	$226K	Buy	+1,810	New	+$230K	0.01%	540

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

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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return