First Citizens Bank & Trust’s Gartner IT Stock Holding History

First Citizens Bank & Trust’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
2023 Q2	–	Sell	-1,436	Closed	-$468K	–	358
2023 Q1	$468K	Buy	1,436 +85	+6%	+$28.1K	0.01%	232
2022 Q4	$454K	Sell	1,351 -614	-31%	-$198K	0.01%	221
2022 Q3	$544K	Sell	1,965 -186	-9%	-$52.1K	0.02%	207
2022 Q2	$520K	Sell	2,151 -27	-1%	-$7.18K	0.02%	218
2022 Q1	$648K	Sell	2,178 -448	-17%	-$130K	0.03%	203
2021 Q4	$878K	Buy	2,626 +956	+57%	+$307K	0.03%	183
2021 Q3	$508K	Buy	+1,670	New	+$484K	0.02%	214
2013 Q4	–	Sell	-8,831	Closed	-$530K	–	562
2013 Q3	$530K	Buy	8,831 +153	+2%	+$9.01K	0.02%	679
2013 Q2	$495K	Buy	+8,678	New	+$493K	0.02%	666

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Citizens Bank & Trust's IT Position: Q2 2023 in Review

First Citizens Bank & Trust sold out of Gartner (IT) in Q2 2023, closing a stake of 1,436 shares — an estimated $468K sold.

First Citizens Bank & Trust first reported a position in IT in Q2 2013 and held it in 9 quarters. The position peaked at $878K in Q4 2021. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

First Citizens Bank & Trust reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
First Citizens Bank & Trust sold 1,436 Gartner shares in Q2 2023, an estimated $468K.
First Citizens Bank & Trust first reported a position in Gartner in Q2 2013 and held it in 9 quarters.
First Citizens Bank & Trust's Gartner position peaked at $878K in Q4 2021.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on First Citizens Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.