Pendal Group’s Gartner IT Stock Holding History

Pendal Group’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	$959K	Sell	2,853 -3,313	-54%	-$1.07M	0.01%	298
2022 Q3	$1.71M	Buy	6,166 +2,303	+60%	+$646K	0.02%	219
2022 Q2	$934K	Sell	3,863 -2,905	-43%	-$773K	0.01%	285
2022 Q1	$2.01M	Sell	6,768 -677	-9%	-$196K	0.02%	255
2021 Q4	$2.49M	Buy	+7,445	New	+$2.39M	0.02%	220
2021 Q3	–	Sell	-1,218	Closed	-$295K	–	613
2021 Q2	$295K	Sell	1,218 -1,159	-49%	-$254K	﹤0.01%	499
2021 Q1	$434K	Sell	2,377 -7,298	-75%	-$1.27M	﹤0.01%	420
2020 Q4	$1.55M	Buy	9,675 +2,219	+30%	+$320K	0.02%	244
2020 Q3	$931K	Buy	7,456 +59	+0.8%	+$7.5K	0.01%	252
2020 Q2	$897K	Buy	+7,397	New	+$855K	0.01%	242

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Pendal Group's IT Position: Q4 2022 in Review

Pendal Group reduced its Gartner (IT) stake by 54% in Q4 2022, selling an estimated $1.07M and leaving 2,853 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #298.

Pendal Group first reported a position in IT in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Pendal Group held 2,853 shares of Gartner worth $959K as of Q4 2022.
Pendal Group sold 3,313 Gartner shares in Q4 2022, an estimated $1.07M.
Gartner made up 0.01% of Pendal Group's portfolio in Q4 2022, its #298 holding.
Pendal Group first reported a position in Gartner in Q2 2020 and has held it in 10 quarters since.
Pendal Group's Gartner position peaked at $2.49M in Q4 2021.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.