Minot Wealth Management’s Gartner IT Stock Holding History

Minot 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
2021 Q3	–	Sell	-1,078	Closed	-$276K	–	215
2021 Q2	$276K	Buy	+1,078	New	+$236K	0.06%	169

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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 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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Minot Wealth Management's IT Position: Q3 2021 in Review

Minot Wealth Management sold out of Gartner (IT) in Q3 2021, closing a stake of 1,078 shares — an estimated $276K sold.

Minot Wealth Management first reported a position in IT in Q2 2021 and held it in 1 quarter. The position peaked at $276K in Q2 2021. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

Minot Wealth Management reported no remaining Gartner position as of Q3 2021 after selling out during the quarter.
Minot Wealth Management sold 1,078 Gartner shares in Q3 2021, an estimated $276K.
Minot Wealth Management first reported a position in Gartner in Q2 2021 and held it in 1 quarter.
Minot Wealth Management's Gartner position peaked at $276K in Q2 2021.
645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Minot Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.