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Mirabella Financial Services’s Gartner IT Stock Holding History

Mirabella Financial Services’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
-587
Closed -$264K – 317
2024
Q2 		$264K Buy
587
+24
+4% +$10.7K 0.02% 349
2024
Q1 		$268K Sell
563
-465
-45% -$214K 0.02% 405
2023
Q4 		$464K Sell
1,028
-5,351
-84% -$2.14M 0.06% 223
2023
Q3 		$2.19M Buy
+6,379
New +$2.23M 0.3% 90
2021
Q1 		– Sell
-3,664
Closed -$587K – 352
2020
Q4 		$587K Buy
+3,664
New +$528K 0.07% 165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mirabella Financial Services's IT Position: Q3 2024 in Review

Mirabella Financial Services sold out of Gartner (IT) in Q3 2024, closing a stake of 587 shares — an estimated $264K sold.

Mirabella Financial Services first reported a position in IT in Q4 2020 and held it in 5 quarters. The position peaked at $2.19M in Q3 2023. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Mirabella Financial Services reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 587 Gartner shares in Q3 2024, an estimated $264K.
  • Mirabella Financial Services first reported a position in Gartner in Q4 2020 and held it in 5 quarters.
  • Mirabella Financial Services's Gartner position peaked at $2.19M in Q3 2023.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.