IRC
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Investors Research Corp’s Gartner IT Stock Holding History

Investors Research Corp’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
-25
Closed -$8.76K – 1089
2023
Q2 		$8.76K Hold
25
– – ﹤0.01% 775
2023
Q1 		$8.14K Hold
25
– – ﹤0.01% 802
2022
Q4 		$8.4K Hold
25
– – ﹤0.01% 792
2022
Q3 		$7K Buy
25
+12
+92% +$3.36K ﹤0.01% 801
2022
Q2 		$3K Buy
+13
New +$3.46K ﹤0.01% 928

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

Investors Research Corp's IT Position: Q3 2023 in Review

Investors Research Corp sold out of Gartner (IT) in Q3 2023, closing a stake of 25 shares — an estimated $8.76K sold.

Investors Research Corp first reported a position in IT in Q2 2022 and held it in 5 quarters. The position peaked at $8.76K in Q2 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Investors Research Corp reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • Investors Research Corp sold 25 Gartner shares in Q3 2023, an estimated $8.76K.
  • Investors Research Corp first reported a position in Gartner in Q2 2022 and held it in 5 quarters.
  • Investors Research Corp's Gartner position peaked at $8.76K in Q2 2023.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Investors Research Corp's 13F filing for Q3 2023, filed 1 Nov 2023.