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Meritage Group’s Gartner IT Stock Holding History

Meritage 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
Q3 		– Sell
-712
Closed -$320K – 43
2024
Q2 		$320K Buy
712
+133
+23% +$59.2K 0.01% 30
2024
Q1 		$276K Buy
+579
New +$266K 0.01% 41
2023
Q4 		– Sell
-697
Closed -$239K – 60
2023
Q3 		$239K Sell
697
-64
-8% -$22.3K 0.01% 40
2023
Q2 		$267K Sell
761
-11
-1% -$3.58K 0.01% 33
2023
Q1 		$251K Buy
+772
New +$255K 0.01% 30
2020
Q2 		– Sell
-3,038
Closed -$302K – 34
2020
Q1 		$302K Buy
+3,038
New +$416K 0.01% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Meritage Group's IT Position: Q3 2024 in Review

Meritage Group sold out of Gartner (IT) in Q3 2024, closing a stake of 712 shares — an estimated $320K sold.

Meritage Group first reported a position in IT in Q1 2020 and held it in 6 quarters. The position peaked at $320K in Q2 2024. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Meritage Group reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Meritage Group sold 712 Gartner shares in Q3 2024, an estimated $320K.
  • Meritage Group first reported a position in Gartner in Q1 2020 and held it in 6 quarters.
  • Meritage Group's Gartner position peaked at $320K in Q2 2024.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.