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Kiwi Wealth Investments Limited Partnership’s Gartner IT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-139,849
Closed -$48.1M – 25
2023
Q3 		$48.1M Buy
139,849
+130,127
+1,338% +$45.4M 5.24% 6
2023
Q2 		$3.41M Sell
9,722
-1,978
-17% -$644K 0.21% 97
2023
Q1 		$3.81M Hold
11,700
– – 0.25% 94
2022
Q4 		$3.93M Buy
11,700
+6,768
+137% +$2.18M 0.26% 92
2022
Q3 		$1.19M Hold
4,932
– – 0.08% 163
2022
Q2 		$1.19M Sell
4,932
-85
-2% -$22.6K 0.08% 163
2022
Q1 		$1.49M Buy
5,017
+2,243
+81% +$649K 0.08% 180
2021
Q4 		$927K Sell
2,774
-13,869
-83% -$4.46M 0.04% 211
2021
Q3 		$5.06M Sell
16,643
-3,407
-17% -$988K 0.26% 116
2021
Q2 		$4.86M Buy
+20,050
New +$4.39M 0.25% 108

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 $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IT Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Gartner (IT) in Q4 2023, closing a stake of 139,849 shares — an estimated $48.1M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IT in Q2 2021 and held it in 10 quarters. The position peaked at $48.1M in Q3 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 139,849 Gartner shares in Q4 2023, an estimated $48.1M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Gartner in Q2 2021 and held it in 10 quarters.
  • Kiwi Wealth Investments Limited Partnership's Gartner position peaked at $48.1M in Q3 2023.
  • 865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.