GCM
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Genus Capital Management’s Gartner IT Stock Holding History

Genus Capital Management’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
Q2 		– Sell
-645
Closed -$307K – 291
2024
Q1 		$307K Buy
+645
New +$297K 0.04% 174
2023
Q4 		– Sell
-725
Closed -$290K – 284
2023
Q3 		$249K Sell
725
-550
-43% -$192K 0.04% 166
2023
Q2 		$447K Buy
+1,275
New +$415K 0.07% 165

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Genus Capital Management's IT Position: Q2 2024 in Review

Genus Capital Management sold out of Gartner (IT) in Q2 2024, closing a stake of 645 shares — an estimated $307K sold.

Genus Capital Management first reported a position in IT in Q2 2023 and held it in 3 quarters. The position peaked at $447K in Q2 2023. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Genus Capital Management reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Genus Capital Management sold 645 Gartner shares in Q2 2024, an estimated $307K.
  • Genus Capital Management first reported a position in Gartner in Q2 2023 and held it in 3 quarters.
  • Genus Capital Management's Gartner position peaked at $447K in Q2 2023.
  • 875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Genus Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.