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EHP Funds Inc’s Gartner IT Stock Holding History

EHP Funds Inc’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 		– Sell
-700
Closed -$314K – 70
2024
Q2 		$314K Sell
700
-400
-36% -$178K 0.16% 69
2024
Q1 		$524K Sell
1,100
-200
-15% -$92K 0.21% 66
2023
Q4 		$586K Sell
1,300
-2,100
-62% -$839K 0.21% 72
2023
Q3 		$1.17M Sell
3,400
-2,400
-41% -$837K 0.55% 58
2023
Q2 		$2.03M Sell
5,800
-3,600
-38% -$1.17M 0.5% 57
2023
Q1 		$3.06M Buy
+9,400
New +$3.11M 0.6% 61
2022
Q3 		– Sell
-13,500
Closed -$3.27M – 419
2022
Q2 		$3.27M Sell
13,500
-1,500
-10% -$399K 0.54% 71
2022
Q1 		$4.46M Buy
+15,000
New +$4.34M 0.74% 59

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EHP Funds Inc's IT Position: Q3 2024 in Review

EHP Funds Inc sold out of Gartner (IT) in Q3 2024, closing a stake of 700 shares — an estimated $314K sold.

EHP Funds Inc first reported a position in IT in Q1 2022 and held it in 8 quarters. The position peaked at $4.46M in Q1 2022. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • EHP Funds Inc reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • EHP Funds Inc sold 700 Gartner shares in Q3 2024, an estimated $314K.
  • EHP Funds Inc first reported a position in Gartner in Q1 2022 and held it in 8 quarters.
  • EHP Funds Inc's Gartner position peaked at $4.46M in Q1 2022.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on EHP Funds Inc's 13F filing for Q3 2024, filed 14 Nov 2024.