Metis Global Partners’s Gartner IT Stock Holding History

Metis Global Partners’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
2026 Q1	$718K	Buy	4,534 +445	+11%	+$81.9K	0.02%	514
2025 Q4	$1.03M	Sell	4,089 -182	-4%	-$43.8K	0.02%	454
2025 Q3	$1.12M	Buy	4,271 +663	+18%	+$193K	0.03%	449
2025 Q2	$1.46M	Sell	3,608 -294	-8%	-$123K	0.04%	376
2025 Q1	$1.64M	Buy	3,902 +462	+13%	+$228K	0.05%	352
2024 Q4	$1.67M	Sell	3,440 -48	-1%	-$24.7K	0.05%	327
2024 Q3	$1.77M	Sell	3,488 -41	-1%	-$19.7K	0.06%	318
2024 Q2	$1.58M	Buy	3,529 +15	+0.4%	+$6.67K	0.05%	307
2024 Q1	$1.68M	Sell	3,514 -28	-0.8%	-$12.9K	0.06%	295
2023 Q4	$1.6M	Sell	3,542 -133	-4%	-$53.1K	0.06%	286
2023 Q3	$1.26M	Buy	3,675 +586	+19%	+$204K	0.06%	326
2023 Q2	$1.08M	Sell	3,089 -29	-0.9%	-$9.44K	0.06%	349
2023 Q1	$1.02M	Buy	3,118 +894	+40%	+$296K	0.07%	323
2022 Q4	$748K	Buy	2,224 +1,043	+88%	+$337K	0.07%	332
2022 Q3	$327K	Sell	1,181 -36	-3%	-$10.1K	0.05%	392
2022 Q2	$294K	Sell	1,217 -85	-7%	-$22.6K	0.05%	423
2022 Q1	$388K	Buy	1,302 +572	+78%	+$166K	0.05%	355
2021 Q4	$244K	Buy	+730	New	+$235K	0.07%	316

Other funds holding IT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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