MFG
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Mendota Financial Group’s Gartner IT Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-153
Closed -$69K – 357
2023
Q4 		$69K Buy
+153
New +$61.1K 0.05% 176
2023
Q1 		– Sell
-240
Closed -$80.7K – 329
2022
Q4 		$80.7K Buy
+240
New +$77.5K 0.1% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mendota Financial Group's IT Position: Q1 2024 in Review

Mendota Financial Group sold out of Gartner (IT) in Q1 2024, closing a stake of 153 shares — an estimated $69K sold.

Mendota Financial Group first reported a position in IT in Q4 2022 and held it in 2 quarters. The position peaked at $80.7K in Q4 2022. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Mendota Financial Group reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 153 Gartner shares in Q1 2024, an estimated $69K.
  • Mendota Financial Group first reported a position in Gartner in Q4 2022 and held it in 2 quarters.
  • Mendota Financial Group's Gartner position peaked at $80.7K in Q4 2022.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.