Moody National Bank Trust Division’s Gartner IT Stock Holding History

Moody National Bank Trust Division’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	-831	Closed	-$286K	–	579
2023 Q3	$286K	Sell	831 -19	-2%	-$6.63K	0.02%	512
2023 Q2	$298K	Hold	850	–	–	0.02%	516
2023 Q1	$277K	Hold	850	–	–	0.02%	524
2022 Q4	$286K	Hold	850	–	–	0.02%	502
2022 Q3	$235K	Hold	850	–	–	0.02%	533
2022 Q2	$206K	Buy	+850	New	+$226K	0.02%	491
2019 Q2	–	Sell	-33	Closed	-$5K	–	669
2019 Q1	$5K	Sell	33 -51	-61%	-$7.08K	﹤0.01%	916
2018 Q4	$11K	Buy	+84	New	+$12.1K	﹤0.01%	598

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Moody National Bank Trust Division's IT Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Gartner (IT) in Q4 2023, closing a stake of 831 shares — an estimated $286K sold.

Moody National Bank Trust Division first reported a position in IT in Q4 2018 and held it in 8 quarters. The position peaked at $298K in Q2 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Moody National Bank Trust Division reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 831 Gartner shares in Q4 2023, an estimated $286K.
Moody National Bank Trust Division first reported a position in Gartner in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's Gartner position peaked at $298K in Q2 2023.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.