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Industrial Alliance Investment Management’s Gartner IT Stock Holding History

Industrial Alliance 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
Q2 		– Sell
-14,179
Closed -$4.62M – 333
2023
Q1 		$4.62M Buy
14,179
+3,599
+34% +$1.19M 0.13% 140
2022
Q4 		$3.56M Buy
10,580
+710
+7% +$229K 0.1% 174
2022
Q3 		$2.73M Buy
+9,870
New +$2.77M 0.08% 199

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 $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Industrial Alliance Investment Management's IT Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Gartner (IT) in Q2 2023, closing a stake of 14,179 shares — an estimated $4.62M sold.

Industrial Alliance Investment Management first reported a position in IT in Q3 2022 and held it in 3 quarters. The position peaked at $4.62M in Q1 2023. 779 funds tracked by Wall St. Rank hold IT as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 14,179 Gartner shares in Q2 2023, an estimated $4.62M.
  • Industrial Alliance Investment Management first reported a position in Gartner in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Gartner position peaked at $4.62M in Q1 2023.
  • 779 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.