Everence Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,230
| Closed | -$936K | – | 818 |
|
|
2025
Q1 | $936K | Buy |
2,230
+220
| +11% | +$92.3K | 0.06% | 242 |
|
|
2024
Q4 | $974K | Hold |
2,010
| – | – | 0.06% | 236 |
|
|
2024
Q3 | $1.02M | Hold |
2,010
| – | – | 0.06% | 236 |
|
|
2024
Q2 | $829 | Hold |
2,010
| – | – | 0.06% | 256 |
|
|
2024
Q1 | $958 | Hold |
2,010
| – | – | 0.06% | 249 |
|
|
2023
Q4 | $907K | Buy |
+2,010
| New | +$907K | 0.06% | 250 |
|
|
2023
Q1 | – | Sell |
-990
| Closed | -$333 | – | 771 |
|
|
2022
Q4 | $333 | Sell |
990
-3,050
| -75% | -$1.03K | 0.03% | 500 |
|
|
2022
Q3 | $1.12M | Buy |
4,040
+1,430
| +55% | +$396K | 0.1% | 171 |
|
|
2022
Q2 | $631K | Sell |
2,610
-2,670
| -51% | -$646K | 0.06% | 271 |
|
|
2022
Q1 | $1.57M | Buy |
5,280
+2,680
| +103% | +$797K | 0.12% | 143 |
|
|
2021
Q4 | $869K | Buy |
2,600
+1,170
| +82% | +$391K | 0.06% | 250 |
|
|
2021
Q3 | $435K | Hold |
1,430
| – | – | 0.04% | 441 |
|
|
2021
Q2 | $346K | Buy |
+1,430
| New | +$346K | 0.03% | 520 |
|
|
2020
Q4 | – | Sell |
-3,640
| Closed | -$455K | – | 716 |
|
|
2020
Q3 | $455K | Hold |
3,640
| – | – | 0.05% | 326 |
|
|
2020
Q2 | $443K | Hold |
3,640
| – | – | 0.05% | 335 |
|
|
2020
Q1 | $362K | Hold |
3,640
| – | – | 0.05% | 332 |
|
|
2019
Q4 | $561K | Hold |
3,640
| – | – | 0.08% | 254 |
|
|
2019
Q3 | $520K | Buy |
3,640
+1,500
| +70% | +$214K | 0.08% | 255 |
|
|
2019
Q2 | $344K | Hold |
2,140
| – | – | 0.06% | 384 |
|
|
2019
Q1 | $325K | Hold |
2,140
| – | – | 0.06% | 382 |
|
|
2018
Q4 | $274K | Hold |
2,140
| – | – | 0.06% | 302 |
|
|
2018
Q3 | $339K | Hold |
2,140
| – | – | 0.07% | 295 |
|
|
2018
Q2 | $284K | Hold |
2,140
| – | – | 0.06% | 316 |
|
|
2018
Q1 | $252K | Hold |
2,140
| – | – | 0.06% | 343 |
|
|
2017
Q4 | $264K | Buy |
+2,140
| New | +$264K | 0.06% | 329 |
|