FMAEN1
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Fund Management at Engine No 1’s Gartner IT Stock Holding History

Fund Management at Engine No 1’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
-1,126
Closed -$387K – 215
2023
Q3 		$387K Buy
1,126
+97
+9% +$33.8K 0.06% 286
2023
Q2 		$360K Buy
1,029
+70
+7% +$22.8K 0.07% 295
2023
Q1 		$312K Buy
959
+89
+10% +$29.4K 0.06% 301
2022
Q4 		$292K Buy
870
+109
+14% +$35.2K 0.07% 279
2022
Q3 		$211K Buy
+761
New +$213K 0.06% 299
2022
Q2 		– Sell
-696
Closed -$207K – 357
2022
Q1 		$207K Buy
+696
New +$202K 0.05% 334

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
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

Fund Management at Engine No 1's IT Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Gartner (IT) in Q4 2023, closing a stake of 1,126 shares — an estimated $387K sold.

Fund Management at Engine No 1 first reported a position in IT in Q1 2022 and held it in 6 quarters. The position peaked at $387K in Q3 2023. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 1,126 Gartner shares in Q4 2023, an estimated $387K.
  • Fund Management at Engine No 1 first reported a position in Gartner in Q1 2022 and held it in 6 quarters.
  • Fund Management at Engine No 1's Gartner position peaked at $387K in Q3 2023.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.