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Madison Wealth Management’s Gartner IT Stock Holding History

Madison Wealth Management’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
Q3 		$5.89M Buy
17,148
+103
+0.6% +$35.9K 1.24% 23
2023
Q2 		$5.97M Sell
17,045
-53
-0.3% -$17.3K 1.21% 25
2023
Q1 		$5.57M Sell
17,098
-367
-2% -$121K 1.2% 25
2022
Q4 		$5.87M Buy
17,465
+180
+1% +$58.1K 1.34% 22
2022
Q3 		$4.78M Buy
17,285
+72
+0.4% +$20.2K 1.17% 21
2022
Q2 		$4.16M Sell
17,213
-202
-1% -$53.7K 1.01% 27
2022
Q1 		$5.18M Sell
17,415
-40
-0.2% -$11.6K 1.09% 24
2021
Q4 		$5.84M Sell
17,455
-12
-0.1% -$3.86K 1.17% 24
2021
Q3 		$5.31M Sell
17,467
-197
-1% -$57.1K 1.16% 23
2021
Q2 		$4.28M Buy
17,664
+204
+1% +$44.6K 0.94% 28
2021
Q1 		$3.19M Buy
17,460
+340
+2% +$59.1K 0.78% 35
2020
Q4 		$2.74M Buy
17,120
+419
+3% +$60.4K 0.72% 39
2020
Q3 		$2.09M Buy
16,701
+270
+2% +$34.3K 0.63% 43
2020
Q2 		$1.99M Buy
+16,431
New +$1.9M 0.66% 41

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Management's IT Position: Q3 2023 in Review

Madison Wealth Management increased its Gartner (IT) stake by 0.6% in Q3 2023, buying an estimated $35.9K and bringing the position to 17,148 shares worth $5.89M. The position accounts for 1.24% of the portfolio, ranked #23.

Madison Wealth Management first reported a position in IT in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.97M in Q2 2023. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Madison Wealth Management held 17,148 shares of Gartner worth $5.89M as of Q3 2023.
  • Madison Wealth Management bought 103 Gartner shares in Q3 2023, an estimated $35.9K.
  • Gartner made up 1.24% of Madison Wealth Management's portfolio in Q3 2023, its #23 holding.
  • Madison Wealth Management first reported a position in Gartner in Q2 2020 and has held it in 14 quarters since.
  • Madison Wealth Management's Gartner position peaked at $5.97M in Q2 2023.
  • 791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.