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Mountain Capital Investment Advisors’s Gartner IT Stock Holding History

Mountain Capital Investment Advisors’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
Q1 		– Sell
-4,020
Closed -$1.33M – 76
2022
Q4 		$1.33M Buy
4,020
+438
+12% +$141K 0.61% 50
2022
Q3 		$1.02M Sell
3,582
-416
-10% -$117K 0.54% 63
2022
Q2 		$980K Sell
3,998
-284
-7% -$75.6K 0.49% 56
2022
Q1 		$1.24M Sell
4,282
-708
-14% -$205K 0.58% 57
2021
Q4 		$1.49M Buy
4,990
+1,182
+31% +$380K 0.67% 51
2021
Q3 		$1.16M Sell
3,808
-1
-0% -$290 0.61% 61
2021
Q2 		$968K Sell
3,809
-652
-15% -$143K 0.45% 73
2021
Q1 		$843K Sell
4,461
-1,025
-19% -$178K 0.42% 91
2020
Q4 		$917K Sell
5,486
-1,595
-23% -$230K 0.55% 59
2020
Q3 		$898K Buy
+7,081
New +$900K 0.58% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's IT Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of Gartner (IT) in Q1 2023, closing a stake of 4,020 shares — an estimated $1.33M sold.

Mountain Capital Investment Advisors first reported a position in IT in Q3 2020 and held it in 10 quarters. The position peaked at $1.49M in Q4 2021. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Mountain Capital Investment Advisors reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 4,020 Gartner shares in Q1 2023, an estimated $1.33M.
  • Mountain Capital Investment Advisors first reported a position in Gartner in Q3 2020 and held it in 10 quarters.
  • Mountain Capital Investment Advisors's Gartner position peaked at $1.49M in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.