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Oppenheimer & Co’s Gartner IT Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-1,500
Closed -$715K – 1485
2024
Q1 		$715K Buy
+1,500
New +$690K 0.01% 870
2023
Q3 		– Sell
-784
Closed -$275K – 1421
2023
Q2 		$275K Sell
784
-674
-46% -$219K 0.01% 1187
2023
Q1 		$475K Buy
1,458
+161
+12% +$53.2K 0.01% 961
2022
Q4 		$436K Buy
1,297
+560
+76% +$181K 0.01% 953
2022
Q3 		$204K Buy
+737
New +$207K ﹤0.01% 1223
2022
Q2 		– Sell
-785
Closed -$234K – 1478
2022
Q1 		$234K Buy
+785
New +$227K ﹤0.01% 1293

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Oppenheimer & Co's IT Position: Q2 2024 in Review

Oppenheimer & Co sold out of Gartner (IT) in Q2 2024, closing a stake of 1,500 shares — an estimated $715K sold.

Oppenheimer & Co first reported a position in IT in Q1 2022 and held it in 6 quarters. The position peaked at $715K in Q1 2024. 874 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • Oppenheimer & Co reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 1,500 Gartner shares in Q2 2024, an estimated $715K.
  • Oppenheimer & Co first reported a position in Gartner in Q1 2022 and held it in 6 quarters.
  • Oppenheimer & Co's Gartner position peaked at $715K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Oppenheimer & Co's 13F filing for Q2 2024, filed 8 Aug 2024.