Koesten Hirschmann & Crabtree’s Gartner IT Stock Holding History

Koesten Hirschmann & Crabtree’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	Closed	-$652	–	209
2023 Q1	$652	Buy	+2	New	+$661	﹤0.01%	218

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IT Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Gartner (IT) in Q2 2023, closing a stake of 2 shares — an estimated $652 sold.

Koesten Hirschmann & Crabtree first reported a position in IT in Q1 2023 and held it in 1 quarter. The position peaked at $652 in Q1 2023. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Koesten Hirschmann & Crabtree reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 2 Gartner shares in Q2 2023, an estimated $652.
Koesten Hirschmann & Crabtree first reported a position in Gartner in Q1 2023 and held it in 1 quarter.
Koesten Hirschmann & Crabtree's Gartner position peaked at $652 in Q1 2023.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.