Lenox Wealth Advisors’s Gartner IT Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-4	Closed	-$1K	–	877
2021 Q4	$1K	Buy	+4	New	+$1.29K	﹤0.01%	856
2020 Q2	–	Sell	-25	Closed	-$2K	–	692
2020 Q1	$2K	Buy	+25	New	+$3.42K	﹤0.01%	588
2019 Q2	–	Sell	-43	Closed	-$7K	–	493
2019 Q1	$7K	Buy	+43	New	+$5.97K	﹤0.01%	310
2018 Q2	–	Sell	-19	Closed	-$2K	–	596
2018 Q1	$2K	Buy	+19	New	+$2.37K	﹤0.01%	474

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's IT Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Gartner (IT) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IT in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

Lenox Wealth Advisors reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 4 Gartner shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Gartner in Q1 2018 and held it in 4 quarters.
Lenox Wealth Advisors's Gartner position peaked at $7K in Q1 2019.
707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.