Equitable Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,333
| Closed | -$350K | – | 452 |
|
|
2025
Q3 | $350K | Sell |
1,333
-264
| -17% | -$77K | 0.02% | 371 |
|
|
2025
Q2 | $646K | Sell |
1,597
-52
| -3% | -$21.8K | 0.03% | 286 |
|
|
2025
Q1 | $692K | Sell |
1,649
-430
| -21% | -$212K | 0.04% | 265 |
|
|
2024
Q4 | $1.01M | Sell |
2,079
-128
| -6% | -$66K | 0.06% | 223 |
|
|
2024
Q3 | $1.12M | Sell |
2,207
-145
| -6% | -$69.7K | 0.07% | 194 |
|
|
2024
Q2 | $1.06M | Sell |
2,352
-105
| -4% | -$46.7K | 0.07% | 189 |
|
|
2024
Q1 | $1.17M | Hold |
2,457
| – | – | 0.08% | 178 |
|
|
2023
Q4 | $1.11M | Sell |
2,457
-75
| -3% | -$30K | 0.08% | 165 |
|
|
2023
Q3 | $870K | Sell |
2,532
-225
| -8% | -$78.5K | 0.07% | 183 |
|
|
2023
Q2 | $966K | Sell |
2,757
-2,204
| -44% | -$718K | 0.07% | 170 |
|
|
2023
Q1 | $1.62M | Sell |
4,961
-628
| -11% | -$208K | 0.13% | 136 |
|
|
2022
Q4 | $1.88M | Sell |
5,589
-3,328
| -37% | -$1.07M | 0.15% | 136 |
|
|
2022
Q3 | $2.47M | Sell |
8,917
-600
| -6% | -$168K | 0.21% | 105 |
|
|
2022
Q2 | $2.3M | Sell |
9,517
-3,325
| -26% | -$885K | 0.17% | 118 |
|
|
2022
Q1 | $3.82M | Sell |
12,842
-1,969
| -13% | -$570K | 0.25% | 88 |
|
|
2021
Q4 | $4.95M | Sell |
14,811
-313
| -2% | -$101K | 0.31% | 84 |
|
|
2021
Q3 | $4.6M | Sell |
15,124
-379
| -2% | -$110K | 0.29% | 91 |
|
|
2021
Q2 | $3.75M | Sell |
15,503
-6,819
| -31% | -$1.49M | 0.24% | 100 |
|
|
2021
Q1 | $4.08M | Sell |
22,322
-3,100
| -12% | -$539K | 0.3% | 91 |
|
|
2020
Q4 | $4.07M | Sell |
25,422
-855
| -3% | -$123K | 0.3% | 92 |
|
|
2020
Q3 | $3.28M | Sell |
26,277
-1,059
| -4% | -$135K | 0.28% | 93 |
|
|
2020
Q2 | $3.32M | Sell |
27,336
-421
| -2% | -$48.6K | 0.31% | 82 |
|
|
2020
Q1 | $2.76M | Buy |
27,757
+1,397
| +5% | +$191K | 0.3% | 84 |
|
|
2019
Q4 | $4.06M | Sell |
26,360
-76
| -0.3% | -$11.6K | 0.4% | 71 |
|
|
2019
Q3 | $3.78M | Buy |
26,436
+65
| +0.2% | +$9.45K | 0.4% | 68 |
|
|
2019
Q2 | $4.24M | Buy |
26,371
+1,948
| +8% | +$305K | 0.45% | 67 |
|
|
2019
Q1 | $3.7M | Sell |
24,423
-586
| -2% | -$81.3K | 0.43% | 71 |
|
|
2018
Q4 | $3.2M | Sell |
25,009
-5,564
| -18% | -$803K | 0.42% | 70 |
|
|
2018
Q3 | $4.85M | Sell |
30,573
-577
| -2% | -$83.7K | 0.56% | 54 |
|
|
2018
Q2 | $4.14M | Buy |
+31,150
| New | +$3.99M | 0.52% | 61 |
|
Other funds holding IT
JSC
IFP
