ICG
IT icon

InterOcean Capital Group’s Gartner IT Stock Holding History

InterOcean Capital Group’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
Q3 		– Sell
-690
Closed -$242K – 475
2023
Q2 		$242K Sell
690
-221
-24% -$72K 0.01% 381
2023
Q1 		$297K Buy
+911
New +$301K 0.01% 322

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InterOcean Capital Group's IT Position: Q3 2023 in Review

InterOcean Capital Group sold out of Gartner (IT) in Q3 2023, closing a stake of 690 shares — an estimated $242K sold.

InterOcean Capital Group first reported a position in IT in Q1 2023 and held it in 2 quarters. The position peaked at $297K in Q1 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • InterOcean Capital Group reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 690 Gartner shares in Q3 2023, an estimated $242K.
  • InterOcean Capital Group first reported a position in Gartner in Q1 2023 and held it in 2 quarters.
  • InterOcean Capital Group's Gartner position peaked at $297K in Q1 2023.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on InterOcean Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.