EFS
IT icon

Essex Financial Services’s Gartner IT Stock Holding History

Essex Financial Services’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
2020
Q1 		– Sell
-2,380
Closed -$367K – 262
2019
Q4 		$367K Hold
2,380
– – 0.1% 180
2019
Q3 		$340K Buy
+2,380
New +$346K 0.11% 172

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Essex Financial Services's IT Position: Q1 2020 in Review

Essex Financial Services sold out of Gartner (IT) in Q1 2020, closing a stake of 2,380 shares — an estimated $367K sold.

Essex Financial Services first reported a position in IT in Q3 2019 and held it in 2 quarters. The position peaked at $367K in Q4 2019. 455 funds tracked by Wall St. Rank hold IT as of Q1 2020.

  • Essex Financial Services reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
  • Essex Financial Services sold 2,380 Gartner shares in Q1 2020, an estimated $367K.
  • Essex Financial Services first reported a position in Gartner in Q3 2019 and held it in 2 quarters.
  • Essex Financial Services's Gartner position peaked at $367K in Q4 2019.
  • 455 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Essex Financial Services's 13F filing for Q1 2020, filed 15 May 2020.