GI
IT icon

Gradient Investments’s Gartner IT Stock Holding History

Gradient Investments’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
-6
Closed -$2.71K – 1534
2023
Q4 		$2.71K Hold
6
– – ﹤0.01% 1147
2023
Q3 		$2.06K Sell
6
-3
-33% -$1.05K ﹤0.01% 1172
2023
Q2 		$3.15K Buy
+9
New +$2.93K ﹤0.01% 1055
2022
Q2 		– Sell
-18
Closed -$5K – 1295
2022
Q1 		$5K Hold
18
– – ﹤0.01% 887
2021
Q4 		$6K Buy
+18
New +$5.79K ﹤0.01% 902
2018
Q2 		– Sell
-11
Closed -$1K – 1062
2018
Q1 		$1K Hold
11
– – ﹤0.01% 911
2017
Q4 		$1K Buy
+11
New +$1.34K ﹤0.01% 909

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's IT Position: Q1 2024 in Review

Gradient Investments sold out of Gartner (IT) in Q1 2024, closing a stake of 6 shares — an estimated $2.71K sold.

Gradient Investments first reported a position in IT in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Gradient Investments reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Gartner shares in Q1 2024, an estimated $2.71K.
  • Gradient Investments first reported a position in Gartner in Q4 2017 and held it in 7 quarters.
  • Gradient Investments's Gartner position peaked at $6K in Q4 2021.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.