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OPSEU Pension Plan Trust Fund’s Gartner IT Stock Holding History

OPSEU Pension Plan Trust Fund’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
2022
Q4 		– Sell
-868
Closed -$243K – 143
2022
Q3 		$243K Hold
868
– – 0.06% 294
2022
Q2 		$206K Buy
+868
New +$231K 0.05% 303
2020
Q2 		– Sell
-2,408
Closed -$230K – 328
2020
Q1 		$230K Buy
+2,408
New +$330K 0.09% 291

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OPSEU Pension Plan Trust Fund's IT Position: Q4 2022 in Review

OPSEU Pension Plan Trust Fund sold out of Gartner (IT) in Q4 2022, closing a stake of 868 shares — an estimated $243K sold.

OPSEU Pension Plan Trust Fund first reported a position in IT in Q1 2020 and held it in 3 quarters. The position peaked at $243K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

  • OPSEU Pension Plan Trust Fund reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
  • OPSEU Pension Plan Trust Fund sold 868 Gartner shares in Q4 2022, an estimated $243K.
  • OPSEU Pension Plan Trust Fund first reported a position in Gartner in Q1 2020 and held it in 3 quarters.
  • OPSEU Pension Plan Trust Fund's Gartner position peaked at $243K in Q3 2022.
  • 766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on OPSEU Pension Plan Trust Fund's 13F filing for Q4 2022, filed 9 Feb 2023.