New World Advisors’s Gartner IT Stock Holding History

New World 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
2024 Q4	–	Sell	-560	Closed	-$284K	–	79
2024 Q3	$284K	Sell	560 -29	-5%	-$13.9K	0.07%	58
2024 Q2	$264K	Sell	589 -2	-0.3%	-$890	0.07%	58
2024 Q1	$282K	Sell	591 -10	-2%	-$4.6K	0.08%	57
2023 Q4	$271K	Buy	+601	New	+$240K	0.08%	56
2023 Q3	–	Sell	-585	Closed	-$205K	–	64
2023 Q2	$205K	Sell	585 -174	-23%	-$56.7K	0.07%	60
2023 Q1	$247K	Hold	759	–	–	0.1%	54
2022 Q4	$255K	Buy	+759	New	+$245K	0.09%	55
2022 Q1	–	Sell	-801	Closed	-$267K	–	64
2021 Q4	$267K	Hold	801	–	–	0.12%	62
2021 Q3	$260K	Buy	+801	New	+$232K	0.12%	59
2019 Q2	–	Sell	-41	Closed	-$6K	–	68
2019 Q1	$6K	Buy	+41	New	+$5.69K	﹤0.01%	101

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

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 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