Jupiter Asset Management’s Gartner IT Stock Holding History

Jupiter Asset 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
2023 Q2	–	Sell	-2,670	Closed	-$869K	–	536
2023 Q1	$869K	Buy	+2,670	New	+$883K	0.01%	350
2022 Q4	–	Sell	-15,764	Closed	-$4.36M	–	514
2022 Q3	$4.36M	Buy	15,764 +8,044	+104%	+$2.26M	0.07%	251
2022 Q2	$1.87M	Buy	7,720 +4,415	+134%	+$1.17M	0.03%	381
2022 Q1	$982K	Sell	3,305 -132	-4%	-$38.2K	0.01%	414
2021 Q4	$1.14M	Sell	3,437 -21,601	-86%	-$6.95M	0.01%	410
2021 Q3	$7.61M	Buy	25,038 +2,280	+10%	+$661K	0.09%	218
2021 Q2	$5.51M	Buy	+22,758	New	+$4.98M	0.06%	286
2021 Q1	–	Sell	-18,559	Closed	-$2.97M	–	607
2020 Q4	$2.97M	Buy	18,559 +42	+0.2%	+$6.05K	0.03%	382
2020 Q3	$2.31M	Buy	18,517 +11,086	+149%	+$1.41M	0.02%	400
2020 Q2	$901K	Buy	+7,431	New	+$859K	0.03%	231

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jupiter Asset Management's IT Position: Q2 2023 in Review

Jupiter Asset Management sold out of Gartner (IT) in Q2 2023, closing a stake of 2,670 shares — an estimated $869K sold.

Jupiter Asset Management first reported a position in IT in Q2 2020 and held it in 10 quarters. The position peaked at $7.61M in Q3 2021. 777 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Jupiter Asset Management reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 2,670 Gartner shares in Q2 2023, an estimated $869K.
Jupiter Asset Management first reported a position in Gartner in Q2 2020 and held it in 10 quarters.
Jupiter Asset Management's Gartner position peaked at $7.61M in Q3 2021.
777 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.