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Putnam Investments’s Gartner IT Stock Holding History

Putnam Investments’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
Q4 		$57.5M Sell
127,414
-22,448
-15% -$8.97M 0.08% 141
2023
Q3 		$51.5M Sell
149,862
-296,898
-66% -$104M 0.08% 141
2023
Q2 		$157M Sell
446,760
-36,394
-8% -$11.9M 0.23% 107
2023
Q1 		$157M Sell
483,154
-42,664
-8% -$14.1M 0.25% 101
2022
Q4 		$177M Buy
525,818
+33,617
+7% +$10.8M 0.31% 91
2022
Q3 		$136M Buy
492,201
+353,146
+254% +$99M 0.26% 100
2022
Q2 		$33.6M Buy
139,055
+58,823
+73% +$15.6M 0.06% 166
2022
Q1 		$23.9M Sell
80,232
-6,182
-7% -$1.79M 0.04% 206
2021
Q4 		$28.9M Sell
86,414
-6,019
-7% -$1.94M 0.04% 209
2021
Q3 		$28.1M Buy
92,433
+10,306
+13% +$2.99M 0.04% 209
2021
Q2 		$19.9M Buy
82,127
+7,832
+11% +$1.71M 0.03% 246
2021
Q1 		$13.6M Buy
+74,295
New +$12.9M 0.02% 325
2018
Q4 		– Sell
-1,333
Closed -$211K – 1016
2018
Q3 		$211K Buy
+1,333
New +$193K ﹤0.01% 1051
2017
Q4 		– Sell
-1,665
Closed -$207K – 1127
2017
Q3 		$207K Sell
1,665
-100
-6% -$12.4K ﹤0.01% 1091
2017
Q2 		$218K Buy
+1,765
New +$205K ﹤0.01% 1074
2016
Q3 		– Sell
-38,664
Closed -$3.77M – 1301
2016
Q2 		$3.77M Buy
38,664
+117
+0.3% +$11.1K 0.01% 755
2016
Q1 		$3.44M Sell
38,547
-3,886
-9% -$329K 0.01% 792
2015
Q4 		$3.85M Buy
42,433
+3,454
+9% +$306K 0.01% 764
2015
Q3 		$3.27M Buy
+38,979
New +$3.39M 0.01% 829
2015
Q1 		– Sell
-28,099
Closed -$2.37M – 1509
2014
Q4 		$2.37M Buy
28,099
+395
+1% +$32.1K ﹤0.01% 980
2014
Q3 		$2.04M Sell
27,704
-45,871
-62% -$3.33M ﹤0.01% 1016
2014
Q2 		$5.19M Buy
73,575
+704
+1% +$49.1K 0.01% 769
2014
Q1 		$5.06M Sell
72,871
-4,709
-6% -$326K 0.01% 755
2013
Q4 		$5.51M Buy
+77,580
New +$4.9M 0.01% 704

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Putnam Investments's IT Position: Q4 2023 in Review

Putnam Investments reduced its Gartner (IT) stake by 15% in Q4 2023, selling an estimated $8.97M and leaving 127,414 shares worth $57.5M. The position accounts for 0.08% of the portfolio, ranked #141.

Putnam Investments first reported a position in IT in Q4 2013 and has held it in 24 quarters since. The position peaked at $177M in Q4 2022. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Putnam Investments held 127,414 shares of Gartner worth $57.5M as of Q4 2023.
  • Putnam Investments sold 22,448 Gartner shares in Q4 2023, an estimated $8.97M.
  • Gartner made up 0.08% of Putnam Investments's portfolio in Q4 2023, its #141 holding.
  • Putnam Investments first reported a position in Gartner in Q4 2013 and has held it in 24 quarters since.
  • Putnam Investments's Gartner position peaked at $177M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.