Paloma Partners’s Gartner IT Stock Holding History

Paloma Partners’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	-300	Closed	-$101K	–	856
2022 Q4	$101K	Buy	+300	New	+$96.8K	﹤0.01%	813
2022 Q1	–	Sell	-4,200	Closed	-$1.4M	–	2000
2021 Q4	$1.4M	Buy	+4,200	New	+$1.35M	0.02%	562

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

Paloma Partners's IT Position: Q1 2023 in Review

Paloma Partners sold out of Gartner (IT) in Q1 2023, closing a stake of 525 shares — an estimated $176K sold.

Paloma Partners first reported a position in IT in Q4 2013 and held it in 23 quarters. The position peaked at $5.66M in Q1 2021. 763 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Paloma Partners reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
Paloma Partners sold 525 Gartner shares in Q1 2023, an estimated $176K.
Paloma Partners first reported a position in Gartner in Q4 2013 and held it in 23 quarters.
Paloma Partners's Gartner position peaked at $5.66M in Q1 2021.
763 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Paloma Partners's 13F filing for Q1 2023, filed 15 May 2023.