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Henry Ellenbogen’s Gartner IT Stock Holding History

Henry Ellenbogen’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
-148,882
Closed -$71M – 53
2024
Q1 		$71M Sell
148,882
-157,063
-51% -$72.3M 0.55% 42
2023
Q4 		$138M Sell
305,945
-90,923
-23% -$36.3M 1.09% 30
2023
Q3 		$136M Buy
396,868
+229,011
+136% +$79.9M 1.25% 26
2023
Q2 		$58.8M Buy
+167,857
New +$54.7M 0.52% 43
2020
Q2 		– Sell
-493,755
Closed -$49.2M – 46
2020
Q1 		$49.2M Buy
+493,755
New +$67.6M 1% 23

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Henry Ellenbogen's IT Position: Q2 2024 in Review

Henry Ellenbogen sold out of Gartner (IT) in Q2 2024, closing a stake of 148,882 shares — an estimated $71M sold.

Henry Ellenbogen first reported a position in IT in Q1 2020 and held it in 5 quarters. The position peaked at $138M in Q4 2023. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Henry Ellenbogen reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Henry Ellenbogen sold 148,882 Gartner shares in Q2 2024, an estimated $71M.
  • Henry Ellenbogen first reported a position in Gartner in Q1 2020 and held it in 5 quarters.
  • Henry Ellenbogen's Gartner position peaked at $138M in Q4 2023.
  • 875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Durable Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.