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Moloney Securities Asset Management’s Gartner IT Stock Holding History

Moloney Securities Asset 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
2023
Q4 		– Sell
-2,289
Closed -$787K – 459
2023
Q3 		$787K Buy
+2,289
New +$798K 0.14% 182

Other funds holding IT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Moloney Securities Asset Management's IT Position: Q4 2023 in Review

Moloney Securities Asset Management sold out of Gartner (IT) in Q4 2023, closing a stake of 2,289 shares — an estimated $787K sold.

Moloney Securities Asset Management first reported a position in IT in Q3 2023 and held it in 1 quarter. The position peaked at $787K in Q3 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Moloney Securities Asset Management reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 2,289 Gartner shares in Q4 2023, an estimated $787K.
  • Moloney Securities Asset Management first reported a position in Gartner in Q3 2023 and held it in 1 quarter.
  • Moloney Securities Asset Management's Gartner position peaked at $787K in Q3 2023.
  • 865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Moloney Securities Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.