DT
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Diversified Trust's IT Position: Q1 2025 in Review

Diversified Trust sold out of Gartner (IT) in Q1 2025, closing a stake of 438 shares — an estimated $212K sold.

Diversified Trust first reported a position in IT in Q3 2020 and held it in 14 quarters. The position peaked at $861K in Q2 2021. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Diversified Trust reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 438 Gartner shares in Q1 2025, an estimated $212K.
  • Diversified Trust first reported a position in Gartner in Q3 2020 and held it in 14 quarters.
  • Diversified Trust's Gartner position peaked at $861K in Q2 2021.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.