HIM
IT icon

Hillsdale Investment Management’s Gartner IT Stock Holding History

Hillsdale Investment Management’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 		– Sell
-50
Closed -$16.8K – 610
2022
Q4 		$16.8K Hold
50
– – ﹤0.01% 506
2022
Q3 		$14K Sell
50
-2,100
-98% -$589K ﹤0.01% 491
2022
Q2 		$520K Hold
2,150
– – 0.04% 327
2022
Q1 		$640K Sell
2,150
-180
-8% -$52.1K 0.04% 319
2021
Q4 		$779K Sell
2,330
-20
-0.9% -$6.43K 0.05% 294
2021
Q3 		$714K Sell
2,350
-100
-4% -$29K 0.06% 313
2021
Q2 		$593K Buy
+2,450
New +$536K 0.05% 349
2017
Q1 		– Sell
-15
Closed -$2K – 509
2016
Q4 		$2K Sell
15
-5
-25% -$483 ﹤0.01% 451
2016
Q3 		$2K Hold
20
– – ﹤0.01% 469
2016
Q2 		$2K Sell
20
-10
-33% -$950 ﹤0.01% 477
2016
Q1 		$3K Sell
30
-140
-82% -$11.8K ﹤0.01% 428
2015
Q4 		$15K Buy
+170
New +$15.1K 0.01% 361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's IT Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Gartner (IT) in Q1 2023, closing a stake of 50 shares — an estimated $16.8K sold.

Hillsdale Investment Management first reported a position in IT in Q4 2015 and held it in 12 quarters. The position peaked at $779K in Q4 2021. 763 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 Gartner shares in Q1 2023, an estimated $16.8K.
  • Hillsdale Investment Management first reported a position in Gartner in Q4 2015 and held it in 12 quarters.
  • Hillsdale Investment Management's Gartner position peaked at $779K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.