JPLA
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Joseph P. Lucia & Associates’s Gartner IT Stock Holding History

Joseph P. Lucia & Associates’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
-10
Closed -$3K – 331
2021
Q3 		$3K Hold
10
– – ﹤0.01% 489
2021
Q2 		$2K Hold
10
– – ﹤0.01% 515
2021
Q1 		$2K Hold
10
– – ﹤0.01% 494
2020
Q4 		$2K Buy
+10
New +$1.44K ﹤0.01% 445
2020
Q3 		– Sell
-10
Closed -$1K – 259
2020
Q2 		$1K Hold
10
– – ﹤0.01% 452
2020
Q1 		$1K Hold
10
– – ﹤0.01% 420
2019
Q4 		$2K Hold
10
– – ﹤0.01% 410
2019
Q3 		$1K Hold
10
– – ﹤0.01% 430
2019
Q2 		$2K Hold
10
– – ﹤0.01% 408
2019
Q1 		$1.56K Buy
+10
New +$1.39K ﹤0.01% 311

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 $3.38T AUM 44.17% 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

Joseph P. Lucia & Associates's IT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Gartner (IT) in Q4 2021, closing a stake of 10 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in IT in Q1 2019 and held it in 10 quarters. The position peaked at $3K in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10 Gartner shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Gartner in Q1 2019 and held it in 10 quarters.
  • Joseph P. Lucia & Associates's Gartner position peaked at $3K in Q3 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.