GC
IT icon

Gillson Capital’s Gartner IT Stock Holding History

Gillson Capital’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 		– Sell
-92,717
Closed -$41.6M – 82
2024
Q2 		$41.6M Buy
92,717
+29,769
+47% +$13.2M 4.02% 2
2024
Q1 		$30M Buy
62,948
+8,677
+16% +$3.99M 2.85% 13
2023
Q4 		$24.5M Sell
54,271
-39,552
-42% -$15.8M 2.58% 12
2023
Q3 		$32.2M Buy
93,823
+4,377
+5% +$1.53M 2.39% 10
2023
Q2 		$31.3M Buy
89,446
+19,309
+28% +$6.29M 2.76% 10
2023
Q1 		$22.8M Buy
70,137
+35,071
+100% +$11.6M 1.89% 18
2022
Q4 		$11.8M Buy
+35,066
New +$11.3M 0.89% 42

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gillson Capital's IT Position: Q3 2024 in Review

Gillson Capital sold out of Gartner (IT) in Q3 2024, closing a stake of 92,717 shares — an estimated $41.6M sold.

Gillson Capital first reported a position in IT in Q4 2022 and held it in 7 quarters. The position peaked at $41.6M in Q2 2024. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Gillson Capital reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Gillson Capital sold 92,717 Gartner shares in Q3 2024, an estimated $41.6M.
  • Gillson Capital first reported a position in Gartner in Q4 2022 and held it in 7 quarters.
  • Gillson Capital's Gartner position peaked at $41.6M in Q2 2024.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Gillson Capital's 13F filing for Q3 2024, filed 14 Nov 2024.