Northstar Advisory Group’s Gartner IT Stock Holding History

Northstar Advisory 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
2023 Q1	–	Sell	-1,814	Closed	-$610K	–	95
2022 Q4	$610K	Buy	+1,814	New	+$585K	0.48%	42

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northstar Advisory Group's IT Position: Q1 2023 in Review

Northstar Advisory Group sold out of Gartner (IT) in Q1 2023, closing a stake of 1,814 shares — an estimated $610K sold.

Northstar Advisory Group first reported a position in IT in Q4 2022 and held it in 1 quarter. The position peaked at $610K in Q4 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Northstar Advisory Group reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
Northstar Advisory Group sold 1,814 Gartner shares in Q1 2023, an estimated $610K.
Northstar Advisory Group first reported a position in Gartner in Q4 2022 and held it in 1 quarter.
Northstar Advisory Group's Gartner position peaked at $610K in Q4 2022.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Northstar Advisory Group's 13F filing for Q1 2023, filed 10 Apr 2023.