Eagle Bay Advisors’s Gartner IT Stock Holding History

Eagle Bay Advisors’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	-16	Closed	-$7.75K	–	538
2024 Q4	$7.75K	Hold	16	–	–	﹤0.01%	603
2024 Q3	$8.11K	Sell	16 -9	-36%	-$4.33K	﹤0.01%	836
2024 Q2	$11.2K	Sell	25 -15	-38%	-$6.67K	0.01%	534
2024 Q1	$19.1K	Sell	40 -11	-22%	-$5.06K	0.01%	445
2023 Q4	$22.8K	Sell	51 -390	-88%	-$156K	0.01%	391
2023 Q3	$151K	Buy	441 +50	+13%	+$17.4K	0.07%	175
2023 Q2	$137K	Sell	391 -41	-9%	-$13.4K	0.08%	162
2023 Q1	$141K	Sell	432 -50	-10%	-$16.5K	0.08%	169
2022 Q4	$162K	Sell	482 -1	-0.2%	-$323	0.09%	156
2022 Q3	$135K	Buy	483 +71	+17%	+$19.9K	0.08%	159
2022 Q2	$99.6K	Buy	412 +244	+145%	+$64.9K	0.06%	200
2022 Q1	$50K	Sell	168 -127	-43%	-$36.8K	0.04%	134
2021 Q4	$99K	Buy	295 +45	+18%	+$14.5K	0.06%	189
2021 Q3	$77K	Sell	250 -9	-3%	-$2.61K	0.04%	303
2021 Q2	$65K	Buy	+259	New	+$56.7K	0.05%	248

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