MAFM
IT icon

Mid Atlantic Financial Management’s Gartner IT Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$244K Buy
+804
New +$233K 0.02% 747

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mid Atlantic Financial Management's IT Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Gartner (IT) in Q3 2021: 804 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #747 among its holdings.

645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Mid Atlantic Financial Management held 804 shares of Gartner worth $244K as of Q3 2021.
  • Gartner was a new Mid Atlantic Financial Management position in Q3 2021.
  • Gartner made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #747 holding.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.