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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
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 $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $580B AUM 38.23% 1-Year Est. Return

New World Advisors's IT Position: Q4 2024 in Review

New World Advisors sold out of Gartner (IT) in Q4 2024, closing a stake of 560 shares — an estimated $284K sold.

New World Advisors first reported a position in IT in Q1 2019 and held it in 10 quarters. The position peaked at $284K in Q3 2024. 954 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • New World Advisors reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • New World Advisors sold 560 Gartner shares in Q4 2024, an estimated $284K.
  • New World Advisors first reported a position in Gartner in Q1 2019 and held it in 10 quarters.
  • New World Advisors's Gartner position peaked at $284K in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on New World Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.