D
IT icon

Diversified’s Gartner IT Stock Holding History

Diversified’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
Q3 		$325K Buy
641
+7
+1% +$3.37K 0.04% 168
2024
Q2 		$285K Hold
634
– – 0.03% 175
2024
Q1 		$302K Hold
634
– – 0.04% 124
2023
Q4 		$286K Hold
634
– – 0.06% 119
2023
Q3 		$218K Hold
634
– – 0.06% 126
2023
Q2 		$222K Hold
634
– – 0.06% 127
2023
Q1 		$207K Hold
634
– – 0.07% 136
2022
Q4 		$213K Buy
+634
New +$205K 0.08% 143
2021
Q1 		– Sell
-525
Closed -$66K – 203
2020
Q4 		$66K Buy
+525
New +$75.6K 0.06% 165

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 $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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 $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diversified's IT Position: Q3 2024 in Review

Diversified increased its Gartner (IT) stake by 1.1% in Q3 2024, buying an estimated $3.37K and bringing the position to 641 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #168.

Diversified first reported a position in IT in Q4 2020 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Diversified held 641 shares of Gartner worth $325K as of Q3 2024.
  • Diversified bought 7 Gartner shares in Q3 2024, an estimated $3.37K.
  • Gartner made up 0.04% of Diversified's portfolio in Q3 2024, its #168 holding.
  • Diversified first reported a position in Gartner in Q4 2020 and has held it in 9 quarters since.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.