Quantamental Technologies’s Gartner IT Stock Holding History

Quantamental Technologies’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	-2,844	Closed	-$996K	–	442
2023 Q2	$996K	Buy	2,844 +113	+4%	+$36.8K	0.42%	60
2023 Q1	$890K	Buy	2,731 +1,190	+77%	+$393K	0.48%	49
2022 Q4	$518K	Buy	+1,541	New	+$497K	0.24%	151
2022 Q3	–	Sell	-1,996	Closed	-$483K	–	585
2022 Q2	$483K	Buy	1,996 +674	+51%	+$179K	0.22%	168
2022 Q1	$393K	Buy	+1,322	New	+$383K	0.23%	176
2021 Q3	–	Sell	-1,254	Closed	-$304K	–	341
2021 Q2	$304K	Sell	1,254 -3,972	-76%	-$869K	0.27%	151
2021 Q1	$954K	Buy	+5,226	New	+$909K	3.06%	2
2020 Q4	–	Sell	-4,526	Closed	-$566K	–	180
2020 Q3	$566K	Buy	+4,526	New	+$575K	0.42%	70
2019 Q1	–	Sell	-1,059	Closed	-$135K	–	1632
2018 Q4	$135K	Buy	+1,059	New	+$153K	0.08%	452

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantamental Technologies's IT Position: Q3 2023 in Review

Quantamental Technologies sold out of Gartner (IT) in Q3 2023, closing a stake of 2,844 shares — an estimated $996K sold.

Quantamental Technologies first reported a position in IT in Q4 2018 and held it in 9 quarters. The position peaked at $996K in Q2 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

Quantamental Technologies reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
Quantamental Technologies sold 2,844 Gartner shares in Q3 2023, an estimated $996K.
Quantamental Technologies first reported a position in Gartner in Q4 2018 and held it in 9 quarters.
Quantamental Technologies's Gartner position peaked at $996K in Q2 2023.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.