NMM
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Naples Money Management’s Gartner IT Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-1,000
Closed -$441K – 418
2024
Q2 		$441K Hold
1,000
– – 0.38% 35
2024
Q1 		$477K Hold
1,000
– – 0.48% 34
2023
Q4 		$451K Buy
+1,000
New +$399K 0.42% 38

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Naples Money Management's IT Position: Q3 2024 in Review

Naples Money Management sold out of Gartner (IT) in Q3 2024, closing a stake of 1,000 shares — an estimated $441K sold.

Naples Money Management first reported a position in IT in Q4 2023 and held it in 3 quarters. The position peaked at $477K in Q1 2024. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Naples Money Management reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 1,000 Gartner shares in Q3 2024, an estimated $441K.
  • Naples Money Management first reported a position in Gartner in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Gartner position peaked at $477K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.