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O'Donnell Financial Services’s Gartner IT Stock Holding History

O'Donnell Financial Services’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
2021
Q4 		– Sell
-5,228
Closed -$1.59M – 49
2021
Q3 		$1.59M Buy
+5,228
New +$1.52M 0.76% 16

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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Donnell Financial Services's IT Position: Q4 2021 in Review

O'Donnell Financial Services sold out of Gartner (IT) in Q4 2021, closing a stake of 5,228 shares — an estimated $1.59M sold.

O'Donnell Financial Services first reported a position in IT in Q3 2021 and held it in 1 quarter. The position peaked at $1.59M in Q3 2021. 690 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • O'Donnell Financial Services reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • O'Donnell Financial Services sold 5,228 Gartner shares in Q4 2021, an estimated $1.59M.
  • O'Donnell Financial Services first reported a position in Gartner in Q3 2021 and held it in 1 quarter.
  • O'Donnell Financial Services's Gartner position peaked at $1.59M in Q3 2021.
  • 690 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on O'Donnell Financial Services's 13F filing for Q4 2021, filed 2 Feb 2022.