FCI
IT icon

Financial Counselors Inc’s Gartner IT Stock Holding History

Financial Counselors Inc’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
-654
Closed -$331K – 589
2024
Q3 		$331K Buy
+654
New +$314K ﹤0.01% 493
2018
Q1 		– Sell
-13,052
Closed -$1.61M – 496
2017
Q4 		$1.61M Buy
13,052
+597
+5% +$72.5K 0.07% 238
2017
Q3 		$1.55M Sell
12,455
-239
-2% -$29.5K 0.08% 240
2017
Q2 		$1.57M Buy
12,694
+314
+3% +$36.4K 0.08% 236
2017
Q1 		$1.34M Sell
12,380
-317
-2% -$32.7K 0.07% 247
2016
Q4 		$1.28M Buy
+12,697
New +$1.23M 0.07% 247
2016
Q2 		$1.06M Sell
10,910
-2,016
-16% -$192K 0.06% 247
2016
Q1 		$1.16M Buy
12,926
+152
+1% +$12.8K 0.07% 236
2015
Q4 		$1.16M Buy
12,774
+2,088
+20% +$185K 0.07% 241
2015
Q3 		$897K Buy
10,686
+5,128
+92% +$447K 0.06% 254
2015
Q2 		$477K Buy
5,558
+1,477
+36% +$127K 0.03% 321
2015
Q1 		$342K Sell
4,081
-3,692
-47% -$305K 0.02% 365
2014
Q4 		$655K Buy
7,773
+452
+6% +$36.7K 0.04% 293
2014
Q3 		$538K Sell
7,321
-890
-11% -$64.7K 0.04% 319
2014
Q2 		$579K Buy
8,211
+829
+11% +$57.8K 0.04% 306
2014
Q1 		$513K Sell
7,382
-6,165
-46% -$426K 0.04% 314
2013
Q4 		$963K Sell
13,547
-1,841
-12% -$116K 0.07% 252
2013
Q3 		$923K Buy
15,388
+2,746
+22% +$162K 0.08% 237
2013
Q2 		$720K Buy
+12,642
New +$718K 0.06% 244

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Counselors Inc's IT Position: Q4 2024 in Review

Financial Counselors Inc sold out of Gartner (IT) in Q4 2024, closing a stake of 654 shares — an estimated $331K sold.

Financial Counselors Inc first reported a position in IT in Q2 2013 and held it in 19 quarters. The position peaked at $1.61M in Q4 2017. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Financial Counselors Inc reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 654 Gartner shares in Q4 2024, an estimated $331K.
  • Financial Counselors Inc first reported a position in Gartner in Q2 2013 and held it in 19 quarters.
  • Financial Counselors Inc's Gartner position peaked at $1.61M in Q4 2017.
  • 954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.