Nilsine Partners’s Gartner IT Stock Holding History

Nilsine Partners’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 Q4	–	Sell	-1,980	Closed	-$680K	–	345
2023 Q3	$680K	Sell	1,980 -2	-0.1%	-$698	0.1%	192
2023 Q2	$694K	Sell	1,982 -61	-3%	-$19.9K	0.1%	196
2023 Q1	$666K	Buy	+2,043	New	+$675K	0.1%	198

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Nilsine Partners's IT Position: Q4 2023 in Review

Nilsine Partners sold out of Gartner (IT) in Q4 2023, closing a stake of 1,980 shares — an estimated $680K sold.

Nilsine Partners first reported a position in IT in Q1 2023 and held it in 3 quarters. The position peaked at $694K in Q2 2023. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Nilsine Partners reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Nilsine Partners sold 1,980 Gartner shares in Q4 2023, an estimated $680K.
Nilsine Partners first reported a position in Gartner in Q1 2023 and held it in 3 quarters.
Nilsine Partners's Gartner position peaked at $694K in Q2 2023.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.