Moody Lynn & Lieberson’s Gartner IT Stock Holding History

Moody Lynn & Lieberson’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 Q4	–	Sell	-407	Closed	-$206K	–	254
2024 Q3	$206K	Buy	+407	New	+$196K	0.01%	246

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Moody Lynn & Lieberson's IT Position: Q4 2024 in Review

Moody Lynn & Lieberson sold out of Gartner (IT) in Q4 2024, closing a stake of 407 shares — an estimated $206K sold.

Moody Lynn & Lieberson first reported a position in IT in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Moody Lynn & Lieberson reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
Moody Lynn & Lieberson sold 407 Gartner shares in Q4 2024, an estimated $206K.
Moody Lynn & Lieberson first reported a position in Gartner in Q3 2024 and held it in 1 quarter.
Moody Lynn & Lieberson's Gartner position peaked at $206K in Q3 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2024, filed 21 Jan 2025.