Mitchell & Pahl Private Wealth’s Gartner IT Stock Holding History

Mitchell & Pahl Private Wealth’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	-468	Closed	-$210K	–	148
2024 Q2	$210K	Sell	468 -1	-0.2%	-$445	0.11%	141
2024 Q1	$224K	Sell	469 -24	-5%	-$11K	0.12%	138
2023 Q4	$222K	Buy	+493	New	+$197K	0.13%	139
2023 Q3	–	Sell	-586	Closed	-$205K	–	150
2023 Q2	$205K	Buy	+586	New	+$191K	0.12%	150
2023 Q1	–	Sell	-643	Closed	-$216K	–	154
2022 Q4	$216K	Buy	+643	New	+$208K	0.14%	146
2022 Q2	–	Sell	-775	Closed	-$231K	–	164
2022 Q1	$231K	Sell	775 -7	-0.9%	-$2.03K	0.15%	154
2021 Q4	$261K	Hold	782	–	–	0.17%	143
2021 Q3	$238K	Buy	+782	New	+$227K	0.17%	139

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Mitchell & Pahl Private Wealth's IT Position: Q3 2024 in Review

Mitchell & Pahl Private Wealth sold out of Gartner (IT) in Q3 2024, closing a stake of 468 shares — an estimated $210K sold.

Mitchell & Pahl Private Wealth first reported a position in IT in Q3 2021 and held it in 8 quarters. The position peaked at $261K in Q4 2021. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Mitchell & Pahl Private Wealth reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 468 Gartner shares in Q3 2024, an estimated $210K.
Mitchell & Pahl Private Wealth first reported a position in Gartner in Q3 2021 and held it in 8 quarters.
Mitchell & Pahl Private Wealth's Gartner position peaked at $261K in Q4 2021.
905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.