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Institutional & Family Asset Management’s Gartner IT Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$4.49K Hold
10
– – ﹤0.01% 513
2024
Q1 		$4.77K Hold
10
– – ﹤0.01% 501
2023
Q4 		$4.51K Hold
10
– – ﹤0.01% 489
2023
Q3 		$3.44K Hold
10
– – ﹤0.01% 512
2023
Q2 		$3.5K Buy
+10
New +$3.26K ﹤0.01% 520
2021
Q2 		– Sell
-1,194
Closed -$218K – 979
2021
Q1 		$218K Buy
1,194
+668
+127% +$116K 0.04% 179
2020
Q4 		$84K Buy
+526
New +$75.8K 0.02% 263

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Institutional & Family Asset Management's IT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Gartner (IT) position steady in Q2 2024 at 10 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Institutional & Family Asset Management first reported a position in IT in Q4 2020 and has held it in 7 quarters since. The position peaked at $218K in Q1 2021. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Institutional & Family Asset Management held 10 shares of Gartner worth $4.49K as of Q2 2024.
  • Institutional & Family Asset Management left its Gartner share count unchanged in Q2 2024.
  • Gartner made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #513 holding.
  • Institutional & Family Asset Management first reported a position in Gartner in Q4 2020 and has held it in 7 quarters since.
  • Institutional & Family Asset Management's Gartner position peaked at $218K in Q1 2021.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.