Erste Asset Management’s Gartner IT Stock Holding History

Erste 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
2025 Q3	–	Sell	-1,576	Closed	-$460K	–	734
2025 Q2	$638K	Buy	+1,576	New	+$659K	0.01%	587
2025 Q1	–	Sell	-15,000	Closed	-$7.39M	–	554
2024 Q4	$7.3M	Hold	15,000	–	–	0.09%	199
2024 Q3	$7.63M	Hold	15,000	–	–	0.09%	195
2024 Q2	$6.67M	Hold	15,000	–	–	0.09%	190
2024 Q1	$7.21M	Hold	15,000	–	–	0.1%	193
2023 Q4	$6.78M	Hold	15,000	–	–	0.1%	188
2023 Q3	$5.2M	Hold	15,000	–	–	0.09%	199
2023 Q2	$5.14M	Hold	15,000	–	–	0.09%	212
2023 Q1	$4.8M	Buy	15,000 +5,000	+50%	+$1.65M	0.09%	212
2022 Q4	$3.4M	Buy	10,000 +5,000	+100%	+$1.61M	0.07%	240
2022 Q3	$1.39M	Hold	5,000	–	–	0.03%	320
2022 Q2	$1.2M	Hold	5,000	–	–	0.03%	334
2022 Q1	$1.51M	Hold	5,000	–	–	0.03%	324
2021 Q4	$1.68M	Buy	+5,000	New	+$1.61M	0.03%	311

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Erste Asset Management's IT Position: Q3 2025 in Review

Erste Asset Management sold out of Gartner (IT) in Q3 2025, closing a stake of 1,576 shares — an estimated $460K sold.

Erste Asset Management first reported a position in IT in Q4 2021 and held it in 14 quarters. The position peaked at $7.63M in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Erste Asset Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Erste Asset Management sold 1,576 Gartner shares in Q3 2025, an estimated $460K.
Erste Asset Management first reported a position in Gartner in Q4 2021 and held it in 14 quarters.
Erste Asset Management's Gartner position peaked at $7.63M in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.