LIA
IT icon

LS Investment Advisors’s Gartner IT Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-1,580
Closed -$288K – 439
2021
Q1 		$288K Sell
1,580
-658
-29% -$114K 0.02% 600
2020
Q4 		$359K Sell
2,238
-204
-8% -$29.4K 0.02% 550
2020
Q3 		$305K Sell
2,442
-116
-5% -$14.7K 0.02% 542
2020
Q2 		$310K Buy
2,558
+16
+0.6% +$1.85K 0.02% 545
2020
Q1 		$253K Sell
2,542
-792
-24% -$109K 0.02% 530
2019
Q4 		$514K Sell
3,334
-639
-16% -$97.6K 0.03% 467
2019
Q3 		$568K Buy
3,973
+53
+1% +$7.7K 0.03% 412
2019
Q2 		$631K Buy
3,920
+10
+0.3% +$1.56K 0.04% 392
2019
Q1 		$593K Buy
3,910
+36
+0.9% +$5K 0.04% 399
2018
Q4 		$495K Sell
3,874
-319
-8% -$46K 0.03% 408
2018
Q3 		$665K Sell
4,193
-735
-15% -$107K 0.04% 398
2018
Q2 		$655K Sell
4,928
-121
-2% -$15.5K 0.04% 393
2018
Q1 		$594K Buy
5,049
+330
+7% +$41.2K 0.04% 430
2017
Q4 		$581K Sell
4,719
-26
-0.5% -$3.16K 0.03% 440
2017
Q3 		$590K Buy
4,745
+181
+4% +$22.4K 0.04% 443
2017
Q2 		$564K Sell
4,564
-3,310
-42% -$384K 0.03% 446
2017
Q1 		$850K Buy
7,874
+104
+1% +$10.7K 0.05% 284
2016
Q4 		$785K Buy
7,770
+495
+7% +$47.8K 0.06% 284
2016
Q3 		$643K Sell
7,275
-906
-11% -$85K 0.05% 322
2016
Q2 		$797K Buy
8,181
+2,333
+40% +$222K 0.06% 285
2016
Q1 		$523K Buy
5,848
+103
+2% +$8.71K 0.04% 381
2015
Q4 		$521K Buy
5,745
+385
+7% +$34.1K 0.04% 374
2015
Q3 		$450K Buy
5,360
+39
+0.7% +$3.4K 0.04% 409
2015
Q2 		$456K Buy
+5,321
New +$456K 0.03% 406

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 $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LS Investment Advisors's IT Position: Q2 2021 in Review

LS Investment Advisors sold out of Gartner (IT) in Q2 2021, closing a stake of 1,580 shares — an estimated $288K sold.

LS Investment Advisors first reported a position in IT in Q2 2015 and held it in 24 quarters. The position peaked at $850K in Q1 2017. 609 funds tracked by Wall St. Rank hold IT as of Q2 2021.

  • LS Investment Advisors reported no remaining Gartner position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 1,580 Gartner shares in Q2 2021, an estimated $288K.
  • LS Investment Advisors first reported a position in Gartner in Q2 2015 and held it in 24 quarters.
  • LS Investment Advisors's Gartner position peaked at $850K in Q1 2017.
  • 609 funds tracked by Wall St. Rank held Gartner as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.