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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments

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

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

Geode Capital Management

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

Polen Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return