Geller Advisors’s Gartner IT Stock Holding History

Geller 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
2024 Q4	$291K	Sell	601 -18	-3%	-$9.28K	0.02%	203
2024 Q3	$314K	Sell	619 -16	-3%	-$7.69K	0.02%	198
2024 Q2	$285K	Buy	635 +15	+2%	+$6.67K	0.02%	212
2024 Q1	$296K	Sell	620 -5	-0.8%	-$2.3K	0.02%	210
2023 Q4	$282K	Sell	625 -40	-6%	-$16K	0.03%	208
2023 Q3	$229K	Sell	665 -64	-9%	-$22.3K	0.03%	226
2023 Q2	$255K	Sell	729 -111	-13%	-$36.1K	0.03%	211
2023 Q1	$274K	Buy	840 +58	+7%	+$19.2K	0.04%	133
2022 Q4	$263K	Sell	782 -12	-2%	-$3.87K	0.04%	109
2022 Q3	$220K	Buy	+794	New	+$223K	0.05%	116
2022 Q2	–	Sell	-814	Closed	-$242K	–	156
2022 Q1	$242K	Buy	814 +116	+17%	+$33.6K	0.05%	134
2021 Q4	$233K	Buy	698 +1	+0.1%	+$322	0.05%	149
2021 Q3	$212K	Buy	+697	New	+$202K	0.05%	148

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geller Advisors's IT Position: Q4 2024 in Review

Geller Advisors reduced its Gartner (IT) stake by 2.9% in Q4 2024, selling an estimated $9.28K and leaving 601 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #203.

Geller Advisors first reported a position in IT in Q3 2021 and has held it in 13 quarters since. The position peaked at $314K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Geller Advisors held 601 shares of Gartner worth $291K as of Q4 2024.
Geller Advisors sold 18 Gartner shares in Q4 2024, an estimated $9.28K.
Gartner made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #203 holding.
Geller Advisors first reported a position in Gartner in Q3 2021 and has held it in 13 quarters since.
Geller Advisors's Gartner position peaked at $314K in Q3 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.