NCFG
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New Century Financial Group’s Gartner IT Stock Holding History

New Century Financial Group’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
-608
Closed -$308K – 311
2024
Q3 		$308K Buy
608
+30
+5% +$14.4K 0.11% 224
2024
Q2 		$260K Buy
+578
New +$257K 0.11% 223

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Century Financial Group's IT Position: Q4 2024 in Review

New Century Financial Group sold out of Gartner (IT) in Q4 2024, closing a stake of 608 shares — an estimated $308K sold.

New Century Financial Group first reported a position in IT in Q2 2024 and held it in 2 quarters. The position peaked at $308K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • New Century Financial Group reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 608 Gartner shares in Q4 2024, an estimated $308K.
  • New Century Financial Group first reported a position in Gartner in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's Gartner position peaked at $308K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.