Flagship Harbor Advisors’s Gartner IT Stock Holding History

Flagship Harbor Advisors’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 Q4	–	Sell	-618	Closed	-$212K	–	649
2023 Q3	$212K	Buy	+618	New	+$216K	0.02%	562
2020 Q2	–	Sell	-72	Closed	-$7K	–	2079
2020 Q1	$7K	Hold	72	–	–	﹤0.01%	1333
2019 Q4	$11K	Hold	72	–	–	﹤0.01%	1307
2019 Q3	$10K	Hold	72	–	–	﹤0.01%	1291
2019 Q2	$11K	Hold	72	–	–	﹤0.01%	1259
2019 Q1	$10K	Hold	72	–	–	﹤0.01%	1295
2018 Q4	$9K	Hold	72	–	–	﹤0.01%	1265
2018 Q3	$11K	Hold	72	–	–	﹤0.01%	1376
2018 Q2	$9K	Buy	+72	New	+$9.22K	﹤0.01%	1418

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

Flagship Harbor Advisors's IT Position: Q4 2023 in Review

Flagship Harbor Advisors sold out of Gartner (IT) in Q4 2023, closing a stake of 618 shares — an estimated $212K sold.

Flagship Harbor Advisors first reported a position in IT in Q2 2018 and held it in 9 quarters. The position peaked at $212K in Q3 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Flagship Harbor Advisors reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Flagship Harbor Advisors sold 618 Gartner shares in Q4 2023, an estimated $212K.
Flagship Harbor Advisors first reported a position in Gartner in Q2 2018 and held it in 9 quarters.
Flagship Harbor Advisors's Gartner position peaked at $212K in Q3 2023.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Flagship Harbor Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.