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Ergoteles’s Gartner IT Stock Holding History

Ergoteles’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
Q3 		– Sell
-1,638
Closed -$574K – 450
2023
Q2 		$574K Sell
1,638
-6,804
-81% -$2.22M 0.03% 612
2023
Q1 		$2.75M Buy
8,442
+4,429
+110% +$1.46M 0.11% 188
2022
Q4 		$1.35M Buy
4,013
+280
+8% +$90.4K 0.05% 379
2022
Q3 		$1.03M Buy
+3,733
New +$1.05M 0.04% 470
2022
Q1 		– Sell
-6,116
Closed -$2.04M – 1423
2021
Q4 		$2.04M Sell
6,116
-13,902
-69% -$4.47M 0.08% 254
2021
Q3 		$6.08M Buy
20,018
+9,918
+98% +$2.88M 0.22% 124
2021
Q2 		$2.45M Buy
+10,100
New +$2.21M 0.06% 336
2021
Q1 		– Sell
-13,406
Closed -$2.15M – 923
2020
Q4 		$2.15M Buy
+13,406
New +$1.93M 0.07% 240

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ergoteles's IT Position: Q3 2023 in Review

Ergoteles sold out of Gartner (IT) in Q3 2023, closing a stake of 1,638 shares — an estimated $574K sold.

Ergoteles first reported a position in IT in Q4 2020 and held it in 8 quarters. The position peaked at $6.08M in Q3 2021. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Ergoteles reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 1,638 Gartner shares in Q3 2023, an estimated $574K.
  • Ergoteles first reported a position in Gartner in Q4 2020 and held it in 8 quarters.
  • Ergoteles's Gartner position peaked at $6.08M in Q3 2021.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.