Edge Capital Group’s Gartner IT Stock Holding History

Edge Capital Group’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	–	Sell	-457	Closed	-$149K	–	357
2023 Q1	$149K	Buy	457 +9	+2%	+$2.98K	0.01%	323
2022 Q4	$151K	Buy	448 +422	+1,623%	+$136K	0.01%	304
2022 Q3	$7K	Buy	26 +20	+333%	+$5.61K	﹤0.01%	343
2022 Q2	$1K	Buy	+6	New	+$1.6K	﹤0.01%	351
2019 Q3	–	Sell	-1,629	Closed	-$262K	–	240
2019 Q2	$262K	Buy	+1,629	New	+$255K	0.03%	223

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edge Capital Group's IT Position: Q2 2023 in Review

Edge Capital Group sold out of Gartner (IT) in Q2 2023, closing a stake of 457 shares — an estimated $149K sold.

Edge Capital Group first reported a position in IT in Q2 2019 and held it in 5 quarters. The position peaked at $262K in Q2 2019. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Edge Capital Group reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Edge Capital Group sold 457 Gartner shares in Q2 2023, an estimated $149K.
Edge Capital Group first reported a position in Gartner in Q2 2019 and held it in 5 quarters.
Edge Capital Group's Gartner position peaked at $262K in Q2 2019.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.