GWM
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Gitterman Wealth Management’s Gartner IT Stock Holding History

Gitterman Wealth 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
-588
Closed -$280K – 124
2024
Q1 		$280K Buy
588
+10
+2% +$4.6K 0.11% 64
2023
Q4 		$261K Sell
578
-83
-13% -$33.2K 0.12% 62
2023
Q3 		$227K Buy
661
+65
+11% +$22.7K 0.11% 56
2023
Q2 		$209K Buy
+596
New +$194K 0.1% 72

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

Gitterman Wealth Management's IT Position: Q2 2024 in Review

Gitterman Wealth Management sold out of Gartner (IT) in Q2 2024, closing a stake of 588 shares — an estimated $280K sold.

Gitterman Wealth Management first reported a position in IT in Q2 2023 and held it in 4 quarters. The position peaked at $280K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Gitterman Wealth Management reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 588 Gartner shares in Q2 2024, an estimated $280K.
  • Gitterman Wealth Management first reported a position in Gartner in Q2 2023 and held it in 4 quarters.
  • Gitterman Wealth Management's Gartner position peaked at $280K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Gitterman Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.