EA Series Trust’s Gartner IT Stock Holding History

EA Series 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
2023 Q2	$937K	Buy	+2,674	New	+$871K	0.03%	626

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EA Series Trust's IT Position: Q2 2023 in Review

EA Series Trust opened a new position in Gartner (IT) in Q2 2023: 2,674 shares worth $937K. The stake represents 0.03% of the portfolio and ranks #626 among its holdings.

778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

EA Series Trust held 2,674 shares of Gartner worth $937K as of Q2 2023.
Gartner was a new EA Series Trust position in Q2 2023.
Gartner made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #626 holding.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.