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Lindbrook Capital’s Gartner IT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$124K Buy
295
+73
+33% +$36K 0.01% 586
2024
Q4 		$108K Buy
222
+8
+4% +$4.12K 0.01% 537
2024
Q3 		$108K Buy
214
+26
+14% +$12.5K 0.01% 546
2024
Q2 		$84.4K Buy
188
+5
+3% +$2.23K 0.01% 600
2024
Q1 		$87.2K Buy
183
+6
+3% +$2.76K 0.01% 575
2023
Q4 		$79.8K Buy
177
+54
+44% +$21.6K 0.01% 591
2023
Q3 		$42.3K Buy
123
+3
+3% +$1.05K ﹤0.01% 743
2023
Q2 		$42K Buy
120
+6
+5% +$1.95K ﹤0.01% 780
2023
Q1 		$37.1K Sell
114
-58
-34% -$19.2K ﹤0.01% 807
2022
Q4 		$57.8K Buy
172
+77
+81% +$24.8K 0.01% 641
2022
Q3 		$26K Sell
95
-7
-7% -$1.96K ﹤0.01% 876
2022
Q2 		$25K Buy
102
+64
+168% +$17K ﹤0.01% 893
2022
Q1 		$11K Buy
38
+2
+6% +$579 ﹤0.01% 1247
2021
Q4 		$12K Hold
36
– – ﹤0.01% 1200
2021
Q3 		$11K Hold
36
– – ﹤0.01% 960
2021
Q2 		$9K Hold
36
– – ﹤0.01% 1087
2021
Q1 		$7K Buy
36
+21
+140% +$3.65K ﹤0.01% 1152
2020
Q4 		$2K Sell
15
-5
-25% -$720 ﹤0.01% 1462
2020
Q3 		$2K Buy
20
+5
+33% +$636 ﹤0.01% 1397
2020
Q2 		$2K Sell
15
-16
-52% -$1.85K ﹤0.01% 1399
2020
Q1 		$3K Sell
31
-77
-71% -$10.5K ﹤0.01% 1197
2019
Q4 		$17K Hold
108
– – 0.01% 778
2019
Q3 		$15K Buy
108
+36
+50% +$5.23K 0.01% 789
2019
Q2 		$11K Hold
72
– – ﹤0.01% 863
2019
Q1 		$10K Hold
72
– – ﹤0.01% 896
2018
Q4 		$9K Buy
+72
New +$10.4K ﹤0.01% 849

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lindbrook Capital's IT Position: Q1 2025 in Review

Lindbrook Capital increased its Gartner (IT) stake by 33% in Q1 2025, buying an estimated $36K and bringing the position to 295 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #586.

Lindbrook Capital first reported a position in IT in Q4 2018 and has held it in 26 quarters since. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Lindbrook Capital held 295 shares of Gartner worth $124K as of Q1 2025.
  • Lindbrook Capital bought 73 Gartner shares in Q1 2025, an estimated $36K.
  • Gartner made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #586 holding.
  • Lindbrook Capital first reported a position in Gartner in Q4 2018 and has held it in 26 quarters since.
  • 921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.