FHA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return