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Girard Partners’s Gartner IT Stock Holding History

Girard Partners’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 		$1.26M Buy
+2,808
New +$1.25M 0.12% 125

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Girard Partners's IT Position: Q2 2024 in Review

Girard Partners opened a new position in Gartner (IT) in Q2 2024: 2,808 shares worth $1.26M. The stake represents 0.12% of the portfolio and ranks #125 among its holdings.

874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Girard Partners held 2,808 shares of Gartner worth $1.26M as of Q2 2024.
  • Gartner was a new Girard Partners position in Q2 2024.
  • Gartner made up 0.12% of Girard Partners's portfolio in Q2 2024, its #125 holding.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.