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Lake Street Advisors Group’s Gartner IT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$286K Sell
590
-13
-2% -$6.7K 0.01% 463
2024
Q3 		$306K Sell
603
-26
-4% -$12.5K 0.01% 448
2024
Q2 		$282K Sell
629
-8
-1% -$3.56K 0.01% 458
2024
Q1 		$304K Buy
637
+14
+2% +$6.44K 0.01% 457
2023
Q4 		$281K Buy
+623
New +$249K 0.01% 462

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's IT Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Gartner (IT) stake by 2.2% in Q4 2024, selling an estimated $6.7K and leaving 590 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #463.

Lake Street Advisors Group first reported a position in IT in Q4 2023 and has held it in 5 quarters since. The position peaked at $306K in Q3 2024. 953 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Lake Street Advisors Group held 590 shares of Gartner worth $286K as of Q4 2024.
  • Lake Street Advisors Group sold 13 Gartner shares in Q4 2024, an estimated $6.7K.
  • Gartner made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #463 holding.
  • Lake Street Advisors Group first reported a position in Gartner in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Gartner position peaked at $306K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.