HighTower Trust’s Gartner IT Stock Holding History

HighTower Trust’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
2023 Q1	$2.26M	Sell	7,179 -32	-0.4%	-$10.6K	0.22%	65
2022 Q4	$2.4M	Buy	7,211 +533	+8%	+$172K	0.23%	66
2022 Q3	$1.85M	Sell	6,678 -11,322	-63%	-$3.17M	0.2%	70
2022 Q2	$148	Buy	18,000 +11,272	+168%	+$3M	0.02%	218
2022 Q1	$2M	Buy	6,728 +52	+0.8%	+$15.1K	0.19%	74
2021 Q4	$2.23M	Buy	+6,676	New	+$2.15M	0.22%	66

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Trust's IT Position: Q1 2023 in Review

HighTower Trust reduced its Gartner (IT) stake by 0.44% in Q1 2023, selling an estimated $10.6K and leaving 7,179 shares worth $2.26M. The position accounts for 0.22% of the portfolio, ranked #65.

HighTower Trust first reported a position in IT in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.4M in Q4 2022. 763 funds tracked by Wall St. Rank hold IT as of Q1 2023.

HighTower Trust held 7,179 shares of Gartner worth $2.26M as of Q1 2023.
HighTower Trust sold 32 Gartner shares in Q1 2023, an estimated $10.6K.
Gartner made up 0.22% of HighTower Trust's portfolio in Q1 2023, its #65 holding.
HighTower Trust first reported a position in Gartner in Q4 2021 and has held it in 6 quarters since.
HighTower Trust's Gartner position peaked at $2.4M in Q4 2022.
763 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.