GA
IT icon

Gateway Advisory’s Gartner IT Stock Holding History

Gateway Advisory’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 		$814K Sell
1,607
-58
-3% -$27.9K 0.13% 65
2024
Q2 		$748K Buy
1,665
+51
+3% +$22.7K 0.13% 70
2024
Q1 		$769K Sell
1,614
-38
-2% -$17.5K 0.14% 67
2023
Q4 		$745K Sell
1,652
-68
-4% -$27.2K 0.14% 57
2023
Q3 		$591K Buy
1,720
+30
+2% +$10.5K 0.12% 51
2023
Q2 		$592K Buy
1,690
+48
+3% +$15.6K 0.13% 51
2023
Q1 		$535K Buy
+1,642
New +$543K 0.12% 57

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

Gateway Advisory's IT Position: Q3 2024 in Review

Gateway Advisory reduced its Gartner (IT) stake by 3.5% in Q3 2024, selling an estimated $27.9K and leaving 1,607 shares worth $814K. The position accounts for 0.13% of the portfolio, ranked #65.

Gateway Advisory first reported a position in IT in Q1 2023 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Gateway Advisory held 1,607 shares of Gartner worth $814K as of Q3 2024.
  • Gateway Advisory sold 58 Gartner shares in Q3 2024, an estimated $27.9K.
  • Gartner made up 0.13% of Gateway Advisory's portfolio in Q3 2024, its #65 holding.
  • Gateway Advisory first reported a position in Gartner in Q1 2023 and has held it in 7 quarters since.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.