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KB Financial Partners’s Gartner IT Stock Holding History

KB Financial Partners’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
Q3 		$68K Sell
199
-13
-6% -$4.54K 0.02% 230
2023
Q2 		$74K Buy
212
+23
+12% +$7.49K 0.02% 232
2023
Q1 		$62K Sell
189
-95
-33% -$31.4K 0.02% 240
2022
Q4 		$95K Hold
284
– – 0.03% 215
2022
Q3 		$79K Sell
284
-43
-13% -$12.1K 0.03% 217
2022
Q2 		$79K Buy
327
+99
+43% +$26.3K 0.03% 224
2022
Q1 		$68K Buy
+228
New +$66K 0.02% 245

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's IT Position: Q3 2023 in Review

KB Financial Partners reduced its Gartner (IT) stake by 6.1% in Q3 2023, selling an estimated $4.54K and leaving 199 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #230.

KB Financial Partners first reported a position in IT in Q1 2022 and has held it in 7 quarters since. The position peaked at $95K in Q4 2022. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • KB Financial Partners held 199 shares of Gartner worth $68K as of Q3 2023.
  • KB Financial Partners sold 13 Gartner shares in Q3 2023, an estimated $4.54K.
  • Gartner made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #230 holding.
  • KB Financial Partners first reported a position in Gartner in Q1 2022 and has held it in 7 quarters since.
  • KB Financial Partners's Gartner position peaked at $95K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.