EAM
IT icon

Empirical Asset Management’s Gartner IT Stock Holding History

Empirical Asset Management’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
Q4 		– Sell
-642
Closed -$325K – 455
2024
Q3 		$325K Buy
642
+66
+11% +$31.7K 0.12% 219
2024
Q2 		$259K Sell
576
-641
-53% -$285K 0.1% 277
2024
Q1 		$580K Buy
+1,217
New +$560K 0.28% 95
2022
Q1 		– Sell
-1,822
Closed -$609K – 166
2021
Q4 		$609K Buy
+1,822
New +$586K 0.59% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Empirical Asset Management's IT Position: Q4 2024 in Review

Empirical Asset Management sold out of Gartner (IT) in Q4 2024, closing a stake of 642 shares — an estimated $325K sold.

Empirical Asset Management first reported a position in IT in Q4 2021 and held it in 4 quarters. The position peaked at $609K in Q4 2021. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Empirical Asset Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Empirical Asset Management sold 642 Gartner shares in Q4 2024, an estimated $325K.
  • Empirical Asset Management first reported a position in Gartner in Q4 2021 and held it in 4 quarters.
  • Empirical Asset Management's Gartner position peaked at $609K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Empirical Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.