DA
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Duality Advisers’s Gartner IT Stock Holding History

Duality Advisers’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
2022
Q2 		– Sell
-2,879
Closed -$856K – 726
2022
Q1 		$856K Sell
2,879
-919
-24% -$266K 0.09% 363
2021
Q4 		$1.27M Buy
+3,798
New +$1.22M 0.14% 250
2021
Q2 		– Sell
-8,490
Closed -$1.55M – 632
2021
Q1 		$1.55M Buy
8,490
+4,115
+94% +$715K 0.13% 272
2020
Q4 		$701K Sell
4,375
-18,905
-81% -$2.72M 0.05% 407
2020
Q3 		$2.91M Buy
+23,280
New +$2.96M 0.19% 146
2020
Q1 		– Sell
-7,782
Closed -$1.2M – 164
2019
Q4 		$1.2M Sell
7,782
-14,778
-66% -$2.26M 0.07% 256
2019
Q3 		$3.23M Sell
22,560
-1,740
-7% -$253K 0.18% 171
2019
Q2 		$3.91M Buy
24,300
+6,230
+34% +$974K 0.34% 90
2019
Q1 		$2.74M Sell
18,070
-9,710
-35% -$1.35M 0.16% 146
2018
Q4 		$3.55M Buy
+27,780
New +$4.01M 0.21% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return