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IT icon

Inspire Investing’s Gartner IT Stock Holding History

Inspire Investing’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
Q1 		– Sell
-8,520
Closed -$3.84M – 833
2023
Q4 		$3.84M Buy
8,520
+25
+0.3% +$9.99K 0.42% 46
2023
Q3 		$2.92M Sell
8,495
-3,322
-28% -$1.16M 0.37% 58
2023
Q2 		$4.14M Buy
11,817
+1,110
+10% +$361K 0.5% 38
2023
Q1 		$3.49M Buy
10,707
+1,020
+11% +$337K 0.44% 50
2022
Q4 		$3.26M Buy
9,687
+349
+4% +$113K 0.42% 49
2022
Q3 		$2.58M Sell
9,338
-686
-7% -$192K 0.37% 62
2022
Q2 		$2.42M Sell
10,024
-642
-6% -$171K 0.32% 66
2022
Q1 		$3.17M Sell
10,666
-708
-6% -$205K 0.37% 57
2021
Q4 		$3.8M Buy
11,374
+1,179
+12% +$379K 0.44% 59
2021
Q3 		$3.1M Buy
10,195
+2,018
+25% +$585K 0.39% 60
2021
Q2 		$1.98M Buy
8,177
+325
+4% +$71.1K 0.26% 82
2021
Q1 		$1.43M Buy
7,852
+2,002
+34% +$348K 0.22% 93
2020
Q4 		$937K Buy
5,850
+113
+2% +$16.3K 0.21% 91
2020
Q3 		$717K Sell
5,737
-1,278
-18% -$162K 0.2% 113
2020
Q2 		$851K Buy
7,015
+4,800
+217% +$555K 0.29% 68
2020
Q1 		$221K Buy
2,215
+268
+14% +$36.7K 0.09% 352
2019
Q4 		$300K Sell
1,947
-431
-18% -$65.8K 0.11% 216
2019
Q3 		$340K Buy
2,378
+827
+53% +$120K 0.13% 209
2019
Q2 		$250K Buy
1,551
+178
+13% +$27.8K 0.11% 212
2019
Q1 		$208K Buy
+1,373
New +$191K 0.1% 222

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
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 $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
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 $580B AUM 38.23% 1-Year Est. Return

Inspire Investing's IT Position: Q1 2024 in Review

Inspire Investing sold out of Gartner (IT) in Q1 2024, closing a stake of 8,520 shares — an estimated $3.84M sold.

Inspire Investing first reported a position in IT in Q1 2019 and held it in 20 quarters. The position peaked at $4.14M in Q2 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Inspire Investing reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 8,520 Gartner shares in Q1 2024, an estimated $3.84M.
  • Inspire Investing first reported a position in Gartner in Q1 2019 and held it in 20 quarters.
  • Inspire Investing's Gartner position peaked at $4.14M in Q2 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.