OAM
IT icon

Optimal Asset Management’s Gartner IT Stock Holding History

Optimal Asset Management’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
Q3 		$609K Hold
2,003
– – 0.08% 288
2021
Q2 		$485K Hold
2,003
– – 0.06% 314
2021
Q1 		$366K Sell
2,003
-100
-5% -$17.4K 0.05% 324
2020
Q4 		$337K Hold
2,103
– – 0.05% 378
2020
Q3 		$263K Buy
+2,103
New +$267K 0.04% 386

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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimal Asset Management's IT Position: Q3 2021 in Review

Optimal Asset Management held its Gartner (IT) position steady in Q3 2021 at 2,003 shares worth $609K. The position accounts for 0.08% of the portfolio, ranked #288.

Optimal Asset Management first reported a position in IT in Q3 2020 and has held it in 5 quarters since. 645 funds tracked by Wall St. Rank hold IT as of Q3 2021.

  • Optimal Asset Management held 2,003 shares of Gartner worth $609K as of Q3 2021.
  • Optimal Asset Management left its Gartner share count unchanged in Q3 2021.
  • Gartner made up 0.08% of Optimal Asset Management's portfolio in Q3 2021, its #288 holding.
  • Optimal Asset Management first reported a position in Gartner in Q3 2020 and has held it in 5 quarters since.
  • 645 funds tracked by Wall St. Rank held Gartner as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.