IFU
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iSAM Funds (UK)’s Gartner IT Stock Holding History

iSAM Funds (UK)’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
2025
Q2 		– Sell
-2,476
Closed -$1.04M – 524
2025
Q1 		$1.04M Buy
+2,476
New +$1.22M 0.51% 53
2024
Q2 		– Sell
-922
Closed -$439K – 290
2024
Q1 		$439K Buy
+922
New +$424K 0.25% 137
2023
Q4 		– Sell
-1,632
Closed -$561K – 274
2023
Q3 		$561K Buy
1,632
+49
+3% +$17.1K 0.35% 97
2023
Q2 		$555K Buy
+1,583
New +$515K 0.5% 83
2023
Q1 		– Sell
-700
Closed -$235K – 183
2022
Q4 		$235K Buy
+700
New +$226K 0.71% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return