PCMC
IT icon

Planning Capital Management Corporation’s Gartner IT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$26.9K Sell
53
-135
-72% -$64.9K 0.02% 249
2024
Q2 		$84.4K Hold
188
– – 0.06% 149
2024
Q1 		$89.6K Sell
188
-1
-0.5% -$460 0.07% 138
2023
Q4 		$85.3K Buy
+189
New +$75.5K 0.07% 143

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Planning Capital Management Corporation's IT Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Gartner (IT) stake by 72% in Q3 2024, selling an estimated $64.9K and leaving 53 shares worth $26.9K. The position accounts for 0.02% of the portfolio, ranked #249.

Planning Capital Management Corporation first reported a position in IT in Q4 2023 and has held it in 4 quarters since. The position peaked at $89.6K in Q1 2024. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Planning Capital Management Corporation held 53 shares of Gartner worth $26.9K as of Q3 2024.
  • Planning Capital Management Corporation sold 135 Gartner shares in Q3 2024, an estimated $64.9K.
  • Gartner made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #249 holding.
  • Planning Capital Management Corporation first reported a position in Gartner in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Gartner position peaked at $89.6K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.