Lloyd Advisory Services’s Gartner IT Stock Holding History

Lloyd Advisory Services’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 Q4	–	Sell	-2,862	Closed	-$983K	–	239
2023 Q3	$983K	Buy	+2,862	New	+$998K	0.32%	70

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

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

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

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

GIM

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

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

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

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

Lloyd Advisory Services's IT Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Gartner (IT) in Q4 2023, closing a stake of 2,862 shares — an estimated $983K sold.

Lloyd Advisory Services first reported a position in IT in Q3 2023 and held it in 1 quarter. The position peaked at $983K in Q3 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Lloyd Advisory Services reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 2,862 Gartner shares in Q4 2023, an estimated $983K.
Lloyd Advisory Services first reported a position in Gartner in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Gartner position peaked at $983K in Q3 2023.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.