FIM
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Fernwood Investment Management’s Gartner IT Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-10
Closed -$4.77K – 435
2024
Q1 		$4.77K Buy
+10
New +$4.6K ﹤0.01% 638

Other funds holding IT

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fernwood Investment Management's IT Position: Q2 2024 in Review

Fernwood Investment Management sold out of Gartner (IT) in Q2 2024, closing a stake of 10 shares — an estimated $4.77K sold.

Fernwood Investment Management first reported a position in IT in Q1 2024 and held it in 1 quarter. The position peaked at $4.77K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Fernwood Investment Management reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 10 Gartner shares in Q2 2024, an estimated $4.77K.
  • Fernwood Investment Management first reported a position in Gartner in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Gartner position peaked at $4.77K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.