JGIA
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Jackson Grant Investment Advisers’s Gartner IT Stock Holding History

Jackson Grant Investment Advisers’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
Q4 		– Sell
-15
Closed -$3.94K – 410
2025
Q3 		$3.94K Hold
15
– – ﹤0.01% 369
2025
Q2 		$6.06K Hold
15
– – ﹤0.01% 300
2025
Q1 		$6.3K Hold
15
– – ﹤0.01% 285
2024
Q4 		$7.27K Hold
15
– – ﹤0.01% 287
2024
Q3 		$7.6K Hold
15
– – ﹤0.01% 284
2024
Q2 		$6.74K Hold
15
– – ﹤0.01% 289
2024
Q1 		$7.15K Hold
15
– – ﹤0.01% 275
2023
Q4 		$6.77K Hold
15
– – ﹤0.01% 271
2023
Q3 		$5.15K Hold
15
– – ﹤0.01% 284
2023
Q2 		$5.25K Hold
15
– – ﹤0.01% 289
2023
Q1 		$4.89K Buy
+15
New +$4.96K ﹤0.01% 324

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return