JCM
IT icon

Jacobi Capital Management’s Gartner IT Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-98
Closed -$30K – 847
2021
Q3 		$30K Buy
98
+83
+553% +$24.1K ﹤0.01% 772
2021
Q2 		$4K Hold
15
– – ﹤0.01% 1192
2021
Q1 		$3K Hold
15
– – ﹤0.01% 1204
2020
Q4 		$2K Hold
15
– – ﹤0.01% 1162
2020
Q3 		$2K Hold
15
– – ﹤0.01% 1100
2020
Q2 		$2K Buy
+15
New +$1.73K ﹤0.01% 1049

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's IT Position: Q4 2021 in Review

Jacobi Capital Management sold out of Gartner (IT) in Q4 2021, closing a stake of 98 shares — an estimated $30K sold.

Jacobi Capital Management first reported a position in IT in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Jacobi Capital Management reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 98 Gartner shares in Q4 2021, an estimated $30K.
  • Jacobi Capital Management first reported a position in Gartner in Q2 2020 and held it in 6 quarters.
  • Jacobi Capital Management's Gartner position peaked at $30K in Q3 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.