FourThought Financial’s Gartner IT Stock Holding History

FourThought Financial’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
2022 Q3	$17K	Sell	60 -255	-81%	-$71.5K	﹤0.01%	902
2022 Q2	$76K	Buy	315 +124	+65%	+$33K	0.01%	500
2022 Q1	$55K	Buy	+191	New	+$55.3K	0.01%	632
2021 Q4	–	Sell	-77	Closed	-$23K	–	1529
2021 Q3	$23K	Sell	77 -3	-4%	-$870	﹤0.01%	919
2021 Q2	$19K	Sell	80 -20	-20%	-$4.38K	﹤0.01%	958
2021 Q1	$18K	Hold	100	–	–	﹤0.01%	924
2020 Q4	$16K	Buy	+100	New	+$14.4K	﹤0.01%	927

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

FourThought Financial's IT Position: Q3 2022 in Review

FourThought Financial reduced its Gartner (IT) stake by 81% in Q3 2022, selling an estimated $71.5K and leaving 60 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

FourThought Financial first reported a position in IT in Q4 2020 and has held it in 7 quarters since. The position peaked at $76K in Q2 2022. 695 funds tracked by Wall St. Rank hold IT as of Q3 2022.

FourThought Financial held 60 shares of Gartner worth $17K as of Q3 2022.
FourThought Financial sold 255 Gartner shares in Q3 2022, an estimated $71.5K.
Gartner made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #902 holding.
FourThought Financial first reported a position in Gartner in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Gartner position peaked at $76K in Q2 2022.
695 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.