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 Q1	–	Sell	-645	Closed	-$291K	–	297
2023 Q4	$291K	Buy	+645	New	+$258K	0.04%	167

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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.