Lee Financial’s Gartner IT Stock Holding History

Lee Financial’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
2022 Q4	–	Sell	-65	Closed	-$18K	–	966
2022 Q3	$18K	Hold	65	–	–	﹤0.01%	345
2022 Q2	$16K	Hold	65	–	–	﹤0.01%	373
2022 Q1	$19K	Hold	65	–	–	﹤0.01%	347
2021 Q4	$22K	Sell	65 -20	-24%	-$6.43K	﹤0.01%	358
2021 Q3	$26K	Sell	85 -25	-23%	-$7.25K	0.01%	299
2021 Q2	$27K	Sell	110 -5	-4%	-$1.09K	0.01%	286
2021 Q1	$21K	Buy	115 +20	+21%	+$3.48K	0.01%	301
2020 Q4	$15K	Buy	95 +17	+22%	+$2.45K	﹤0.01%	328
2020 Q3	$10K	Hold	78	–	–	﹤0.01%	400
2020 Q2	$9K	Hold	78	–	–	﹤0.01%	386
2020 Q1	$8K	Sell	78 -33	-30%	-$4.52K	﹤0.01%	328
2019 Q4	$17K	Sell	111 -9	-8%	-$1.37K	﹤0.01%	270
2019 Q3	$17K	Hold	120	–	–	﹤0.01%	266
2019 Q2	$19K	Hold	120	–	–	﹤0.01%	264
2019 Q1	$18K	Hold	120	–	–	﹤0.01%	263
2018 Q4	$15K	Hold	120	–	–	﹤0.01%	241
2018 Q3	$19K	Sell	120 -15	-11%	-$2.17K	﹤0.01%	253
2018 Q2	$18K	Hold	135	–	–	﹤0.01%	367
2018 Q1	$16K	Hold	135	–	–	﹤0.01%	388
2017 Q4	$17K	Hold	135	–	–	﹤0.01%	269
2017 Q3	$17K	Hold	135	–	–	0.01%	253
2017 Q2	$17K	Buy	135 +15	+13%	+$1.74K	0.01%	258
2017 Q1	$13K	Sell	120 -5	-4%	-$515	0.01%	243
2016 Q4	$13K	Buy	+125	New	+$12.1K	0.01%	256

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's IT Position: Q4 2022 in Review

Lee Financial sold out of Gartner (IT) in Q4 2022, closing a stake of 65 shares — an estimated $18K sold.

Lee Financial first reported a position in IT in Q4 2016 and held it in 24 quarters. The position peaked at $27K in Q2 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Lee Financial reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 65 Gartner shares in Q4 2022, an estimated $18K.
Lee Financial first reported a position in Gartner in Q4 2016 and held it in 24 quarters.
Lee Financial's Gartner position peaked at $27K in Q2 2021.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.