FMT
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First Mercantile Trust’s Gartner IT Stock Holding History

First Mercantile 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
2021
Q3 		$325K Sell
1,070
-30
-3% -$8.7K 0.04% 251
2021
Q2 		$266K Buy
1,100
+110
+11% +$24.1K 0.03% 327
2021
Q1 		$181K Sell
990
-140
-12% -$24.3K 0.02% 478
2020
Q4 		$181K Buy
+1,130
New +$163K 0.02% 468
2019
Q3 		– Sell
-748
Closed -$120K – 923
2019
Q2 		$120K Sell
748
-825
-52% -$129K 0.01% 590
2019
Q1 		$238K Sell
1,573
-847
-35% -$118K 0.06% 399
2018
Q4 		$309K Sell
2,420
-850
-26% -$123K 0.07% 304
2018
Q3 		$519K Buy
3,270
+189
+6% +$27.4K 0.1% 245
2018
Q2 		$410K Buy
3,081
+654
+27% +$83.7K 0.08% 302
2018
Q1 		$285K Sell
2,427
-47
-2% -$5.87K 0.06% 381
2017
Q4 		$305K Sell
2,474
-583
-19% -$70.8K 0.06% 404
2017
Q3 		$380K Sell
3,057
-428
-12% -$52.9K 0.07% 363
2017
Q2 		$430K Buy
3,485
+164
+5% +$19K 0.08% 330
2017
Q1 		$359K Buy
3,321
+37
+1% +$3.81K 0.05% 441
2016
Q4 		$332K Buy
3,284
+1,414
+76% +$137K 0.05% 466
2016
Q3 		$165K Buy
1,870
+85
+5% +$7.97K 0.02% 643
2016
Q2 		$174K Buy
+1,785
New +$170K 0.02% 634
2014
Q4 		– Sell
-140
Closed -$10K – 1113
2014
Q3 		$10K Buy
+140
New +$10.2K ﹤0.01% 1096

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Mercantile Trust's IT Position: Q3 2021 in Review

First Mercantile Trust reduced its Gartner (IT) stake by 2.7% in Q3 2021, selling an estimated $8.7K and leaving 1,070 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #251.

First Mercantile Trust first reported a position in IT in Q3 2014 and has held it in 18 quarters since. The position peaked at $519K in Q3 2018. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • First Mercantile Trust held 1,070 shares of Gartner worth $325K as of Q3 2021.
  • First Mercantile Trust sold 30 Gartner shares in Q3 2021, an estimated $8.7K.
  • Gartner made up 0.04% of First Mercantile Trust's portfolio in Q3 2021, its #251 holding.
  • First Mercantile Trust first reported a position in Gartner in Q3 2014 and has held it in 18 quarters since.
  • First Mercantile Trust's Gartner position peaked at $519K in Q3 2018.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.