Machina Capital’s Gartner IT Stock Holding History

Machina 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 Q3	–	Sell	-4,875	Closed	-$1.97M	–	380
2025 Q2	$1.97M	Sell	4,875 -82	-2%	-$34.3K	0.41%	93
2025 Q1	$2.08M	Buy	4,957 +762	+18%	+$376K	0.62%	46
2024 Q4	$2.03M	Buy	+4,195	New	+$2.16M	0.86%	15
2024 Q3	–	Sell	-1,687	Closed	-$758K	–	322
2024 Q2	$758K	Buy	1,687 +686	+69%	+$305K	0.34%	115
2024 Q1	$477K	Buy	+1,001	New	+$461K	0.25%	157
2023 Q4	–	Sell	-1,436	Closed	-$493K	–	302
2023 Q3	$493K	Buy	+1,436	New	+$501K	0.28%	141
2023 Q2	–	Sell	-782	Closed	-$255K	–	390
2023 Q1	$255K	Buy	+782	New	+$259K	0.22%	163
2022 Q2	–	Sell	-1,600	Closed	-$476K	–	150
2022 Q1	$476K	Buy	1,600 +300	+23%	+$86.9K	1.05%	25
2021 Q4	$435K	Buy	+1,300	New	+$418K	1.05%	22
2021 Q3	–	Sell	-1,300	Closed	-$315K	–	169
2021 Q2	$315K	Buy	+1,300	New	+$284K	0.53%	89
2019 Q1	–	Sell	-184	Closed	-$24K	–	510
2018 Q4	$24K	Buy	+184	New	+$26.5K	0.02%	252

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return