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Knights of Columbus Asset Advisors’s Gartner IT Stock Holding History

Knights of Columbus Asset Advisors’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
-22
Closed -$7.17K – 377
2023
Q1 		$7.17K Hold
22
– – ﹤0.01% 357
2022
Q4 		$7.39K Buy
+22
New +$7.1K ﹤0.01% 341

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 $315B AUM 27.84% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Knights of Columbus Asset Advisors's IT Position: Q2 2023 in Review

Knights of Columbus Asset Advisors sold out of Gartner (IT) in Q2 2023, closing a stake of 22 shares — an estimated $7.17K sold.

Knights of Columbus Asset Advisors first reported a position in IT in Q4 2022 and held it in 2 quarters. The position peaked at $7.39K in Q4 2022. 779 funds tracked by Wall St. Rank hold IT as of Q2 2023.

  • Knights of Columbus Asset Advisors reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 22 Gartner shares in Q2 2023, an estimated $7.17K.
  • Knights of Columbus Asset Advisors first reported a position in Gartner in Q4 2022 and held it in 2 quarters.
  • Knights of Columbus Asset Advisors's Gartner position peaked at $7.39K in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.