Harding Loevner’s Gartner IT Stock Holding History

Harding Loevner’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 Q4	–	Sell	-311	Closed	-$86K	–	120
2022 Q3	$86K	Hold	311	–	–	﹤0.01%	87
2022 Q2	$75K	Hold	311	–	–	﹤0.01%	92
2022 Q1	$74K	Buy	+311	New	+$90K	﹤0.01%	90
2021 Q3	–	Sell	-100	Closed	-$24K	–	155
2021 Q2	$24K	Hold	100	–	–	﹤0.01%	124
2021 Q1	$18K	Sell	100 -361	-78%	-$62.8K	﹤0.01%	137
2020 Q4	$74K	Hold	461	–	–	﹤0.01%	88
2020 Q3	$58K	Buy	+461	New	+$58.6K	﹤0.01%	134
2020 Q2	–	Sell	-63	Closed	-$6K	–	151
2020 Q1	$6K	Hold	63	–	–	﹤0.01%	140
2019 Q4	$10K	Hold	63	–	–	﹤0.01%	132
2019 Q3	$9K	Sell	63 -450	-88%	-$65.4K	﹤0.01%	129
2019 Q2	$83K	Hold	513	–	–	﹤0.01%	87
2019 Q1	$78K	Hold	513	–	–	﹤0.01%	85
2018 Q4	$66K	Buy	513 +63	+14%	+$9.09K	﹤0.01%	90
2018 Q3	$71K	Hold	450	–	–	﹤0.01%	88
2018 Q2	$60K	Hold	450	–	–	﹤0.01%	94
2018 Q1	$53K	Hold	450	–	–	﹤0.01%	107
2017 Q4	$55K	Hold	450	–	–	﹤0.01%	101
2017 Q3	$56K	Hold	450	–	–	﹤0.01%	95
2017 Q2	$56K	Buy	+450	New	+$52.2K	﹤0.01%	86

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Harding Loevner's IT Position: Q4 2022 in Review

Harding Loevner sold out of Gartner (IT) in Q4 2022, closing a stake of 311 shares — an estimated $86K sold.

Harding Loevner first reported a position in IT in Q2 2017 and held it in 19 quarters. The position peaked at $86K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Harding Loevner reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Harding Loevner sold 311 Gartner shares in Q4 2022, an estimated $86K.
Harding Loevner first reported a position in Gartner in Q2 2017 and held it in 19 quarters.
Harding Loevner's Gartner position peaked at $86K in Q3 2022.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.