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Intersect Capital’s Gartner IT Stock Holding History

Intersect Capital’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
2022
Q2 		$869K Sell
3,595
-917
-20% -$244K 0.26% 87
2022
Q1 		$1.34M Buy
4,512
+576
+15% +$167K 0.26% 73
2021
Q4 		$1.32M Buy
3,936
+1,740
+79% +$559K 0.24% 81
2021
Q3 		$667K Buy
+2,196
New +$637K 0.11% 149

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intersect Capital's IT Position: Q2 2022 in Review

Intersect Capital reduced its Gartner (IT) stake by 20% in Q2 2022, selling an estimated $244K and leaving 3,595 shares worth $869K. The position accounts for 0.26% of the portfolio, ranked #87.

Intersect Capital first reported a position in IT in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2022. 691 funds tracked by Wall St. Rank hold IT as of Q2 2022.

  • Intersect Capital held 3,595 shares of Gartner worth $869K as of Q2 2022.
  • Intersect Capital sold 917 Gartner shares in Q2 2022, an estimated $244K.
  • Gartner made up 0.26% of Intersect Capital's portfolio in Q2 2022, its #87 holding.
  • Intersect Capital first reported a position in Gartner in Q3 2021 and has held it in 4 quarters since.
  • Intersect Capital's Gartner position peaked at $1.34M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.