GLLW
IT icon

Graves Light Lenhart Wealth’s Gartner IT Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-346
Closed -$116K – 711
2021
Q4 		$116K Sell
346
-76
-18% -$24.4K 0.02% 270
2021
Q3 		$128K Sell
422
-170
-29% -$49.3K 0.02% 237
2021
Q2 		$143K Sell
592
-137
-19% -$30K 0.02% 217
2021
Q1 		$133K Hold
729
– – 0.02% 225
2020
Q4 		$117K Buy
+729
New +$105K 0.02% 234

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graves Light Lenhart Wealth's IT Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Gartner (IT) in Q1 2022, closing a stake of 346 shares — an estimated $116K sold.

Graves Light Lenhart Wealth first reported a position in IT in Q4 2020 and held it in 5 quarters. The position peaked at $143K in Q2 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 346 Gartner shares in Q1 2022, an estimated $116K.
  • Graves Light Lenhart Wealth first reported a position in Gartner in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Gartner position peaked at $143K in Q2 2021.
  • 707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.