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Fort LP’s Gartner IT Stock Holding History

Fort LP’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
Q3 		– Sell
-541
Closed -$243K – 148
2024
Q2 		$243K Sell
541
-48
-8% -$21.4K 0.62% 87
2024
Q1 		$281K Sell
589
-82
-12% -$37.7K 0.7% 46
2023
Q4 		$303K Buy
671
+31
+5% +$12.4K 0.75% 29
2023
Q3 		$220K Sell
640
-5
-0.8% -$1.74K 0.61% 109
2023
Q2 		$226K Sell
645
-176
-21% -$57.3K 0.6% 115
2023
Q1 		$267K Sell
821
-400
-33% -$132K 0.69% 90
2022
Q4 		$410K Sell
1,221
-562
-32% -$181K 0.62% 69
2022
Q3 		$493K Sell
1,783
-1,284
-42% -$360K 0.62% 44
2022
Q2 		$742K Sell
3,067
-1,642
-35% -$437K 0.5% 93
2022
Q1 		$1.4M Buy
4,709
+707
+18% +$205K 0.53% 60
2021
Q4 		$1.34M Sell
4,002
-294
-7% -$94.5K 0.43% 117
2021
Q3 		$1.3M Sell
4,296
-825
-16% -$239K 0.43% 113
2021
Q2 		$1.24M Buy
5,121
+39
+0.8% +$8.53K 0.36% 158
2021
Q1 		$928K Sell
5,082
-843
-14% -$147K 0.26% 192
2020
Q4 		$949K Buy
5,925
+2,180
+58% +$314K 0.28% 191
2020
Q3 		$468K Buy
+3,745
New +$476K 0.2% 219
2020
Q2 		– Sell
-3,628
Closed -$361K – 303
2020
Q1 		$361K Sell
3,628
-3,413
-48% -$468K 0.08% 260
2019
Q4 		$1.08M Sell
7,041
-2,038
-22% -$311K 0.19% 197
2019
Q3 		$1.3M Buy
9,079
+1,134
+14% +$165K 0.24% 179
2019
Q2 		$1.28M Buy
7,945
+2,378
+43% +$372K 0.25% 178
2019
Q1 		$844K Buy
5,567
+2,595
+87% +$360K 0.17% 208
2018
Q4 		$380K Buy
2,972
+2,651
+826% +$382K 0.09% 234
2018
Q3 		$51K Buy
321
+139
+76% +$20.2K 0.01% 334
2018
Q2 		$24K Buy
+182
New +$23.3K 0.01% 236

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fort LP's IT Position: Q3 2024 in Review

Fort LP sold out of Gartner (IT) in Q3 2024, closing a stake of 541 shares — an estimated $243K sold.

Fort LP first reported a position in IT in Q2 2018 and held it in 24 quarters. The position peaked at $1.4M in Q1 2022. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Fort LP reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Fort LP sold 541 Gartner shares in Q3 2024, an estimated $243K.
  • Fort LP first reported a position in Gartner in Q2 2018 and held it in 24 quarters.
  • Fort LP's Gartner position peaked at $1.4M in Q1 2022.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.