EFG
IT icon

Ethos Financial Group’s Gartner IT Stock Holding History

Ethos Financial Group’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
-398
Closed -$202K – 409
2024
Q3 		$202K Buy
+398
New +$191K 0.03% 274
2024
Q1 		– Sell
-736
Closed -$332K – 294
2023
Q4 		$332K Buy
+736
New +$294K 0.07% 183

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

Ethos Financial Group's IT Position: Q4 2024 in Review

Ethos Financial Group sold out of Gartner (IT) in Q4 2024, closing a stake of 398 shares — an estimated $202K sold.

Ethos Financial Group first reported a position in IT in Q4 2023 and held it in 2 quarters. The position peaked at $332K in Q4 2023. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Ethos Financial Group reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 398 Gartner shares in Q4 2024, an estimated $202K.
  • Ethos Financial Group first reported a position in Gartner in Q4 2023 and held it in 2 quarters.
  • Ethos Financial Group's Gartner position peaked at $332K in Q4 2023.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.