PVH
IT icon

Psagot Value Holdings’s Gartner IT Stock Holding History

Psagot Value Holdings’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 		– Sell
-6
Closed -$2K – 566
2023
Q2 		$2K Buy
+6
New +$1.95K ﹤0.01% 454
2023
Q1 		– Sell
-88
Closed -$30K – 552
2022
Q4 		$30K Hold
88
– – 0.01% 292
2022
Q3 		$24K Buy
+88
New +$24.7K 0.01% 282

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Psagot Value Holdings's IT Position: Q3 2023 in Review

Psagot Value Holdings sold out of Gartner (IT) in Q3 2023, closing a stake of 6 shares — an estimated $2K sold.

Psagot Value Holdings first reported a position in IT in Q3 2022 and held it in 3 quarters. The position peaked at $30K in Q4 2022. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Psagot Value Holdings reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 6 Gartner shares in Q3 2023, an estimated $2K.
  • Psagot Value Holdings first reported a position in Gartner in Q3 2022 and held it in 3 quarters.
  • Psagot Value Holdings's Gartner position peaked at $30K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.