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Lombard Odier Asset Management (Switzerland)’s Gartner IT Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
Q2 		– Sell
-1,619
Closed -$772K – 281
2024
Q1 		$772K Buy
+1,619
New +$745K 0.05% 256
2019
Q2 		– Sell
-1,721
Closed -$261K – 370
2019
Q1 		$261K Hold
1,721
– – 0.03% 321
2018
Q4 		$220K Buy
+1,721
New +$248K 0.03% 312

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s IT Position: Q2 2024 in Review

Lombard Odier Asset Management (Switzerland) sold out of Gartner (IT) in Q2 2024, closing a stake of 1,619 shares — an estimated $772K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in IT in Q4 2018 and held it in 3 quarters. The position peaked at $772K in Q1 2024. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 1,619 Gartner shares in Q2 2024, an estimated $772K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Gartner in Q4 2018 and held it in 3 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Gartner position peaked at $772K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2024, filed 14 Aug 2024.