Private Ocean’s Gartner IT Stock Holding History

Private Ocean’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	-40	Closed	-$13.4K	–	638
2022 Q4	$13.4K	Buy	+40	New	+$12.9K	﹤0.01%	346

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

Private Ocean's IT Position: Q1 2023 in Review

Private Ocean sold out of Gartner (IT) in Q1 2023, closing a stake of 40 shares — an estimated $13.4K sold.

Private Ocean first reported a position in IT in Q4 2022 and held it in 1 quarter. The position peaked at $13.4K in Q4 2022. 762 funds tracked by Wall St. Rank hold IT as of Q1 2023.

Private Ocean reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 40 Gartner shares in Q1 2023, an estimated $13.4K.
Private Ocean first reported a position in Gartner in Q4 2022 and held it in 1 quarter.
Private Ocean's Gartner position peaked at $13.4K in Q4 2022.
762 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.