Pathstone Family Office’s Gartner IT Stock Holding History

Pathstone Family Office’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 Q3	$1.21M	Buy	3,520 +1,980	+129%	+$691K	0.01%	638
2023 Q2	$547K	Buy	1,540 +192	+14%	+$62.5K	0.01%	715
2023 Q1	$474K	Sell	1,348 -3,796	-74%	-$1.25M	0.01%	716
2022 Q4	$1.32M	Buy	5,144 +1,622	+46%	+$523K	0.01%	663
2022 Q3	$975K	Buy	3,522 +2,364	+204%	+$663K	0.01%	754
2022 Q2	$280K	Buy	1,158 +395	+52%	+$105K	0.01%	825
2022 Q1	$227K	Sell	763 -83	-10%	-$24K	0.01%	855
2021 Q4	$283K	Buy	846 +2	+0.2%	+$643	0.01%	732
2021 Q3	$256K	Buy	+844	New	+$245K	0.01%	724
2019 Q2	–	Sell	-46	Closed	-$7K	–	764
2019 Q1	$7K	Buy	+46	New	+$6.38K	﹤0.01%	552

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's IT Position: Q3 2023 in Review

Pathstone Family Office increased its Gartner (IT) stake by 129% in Q3 2023, buying an estimated $691K and bringing the position to 3,520 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #638.

Pathstone Family Office first reported a position in IT in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2022. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Pathstone Family Office held 3,520 shares of Gartner worth $1.21M as of Q3 2023.
Pathstone Family Office bought 1,980 Gartner shares in Q3 2023, an estimated $691K.
Gartner made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #638 holding.
Pathstone Family Office first reported a position in Gartner in Q1 2019 and has held it in 10 quarters since.
Pathstone Family Office's Gartner position peaked at $1.32M in Q4 2022.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.