RFG
IT icon

Range Financial Group’s Gartner IT Stock Holding History

Range Financial Group’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
Q1 		– Sell
-4,931
Closed -$2.22M – 187
2023
Q4 		$2.22M Buy
4,931
+121
+3% +$48.3K 1.34% 12
2023
Q3 		$1.65M Buy
4,810
+55
+1% +$19.2K 1.09% 19
2023
Q2 		$1.67M Buy
4,755
+137
+3% +$44.6K 1.06% 19
2023
Q1 		$1.5M Buy
4,618
+204
+5% +$67.4K 0.98% 25
2022
Q4 		$1.48M Sell
4,414
-11
-0.2% -$3.55K 1.01% 24
2022
Q3 		$1.22M Sell
4,425
-7
-0.2% -$1.96K 0.95% 34
2022
Q2 		$1.07M Buy
4,432
+211
+5% +$56.1K 0.78% 52
2022
Q1 		$1.26M Buy
4,221
+92
+2% +$26.6K 0.8% 45
2021
Q4 		$1.38M Buy
4,129
+63
+2% +$20.3K 0.91% 34
2021
Q3 		$1.24M Buy
4,066
+45
+1% +$13K 0.89% 39
2021
Q2 		$974K Buy
+4,021
New +$880K 0.72% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Range Financial Group's IT Position: Q1 2024 in Review

Range Financial Group sold out of Gartner (IT) in Q1 2024, closing a stake of 4,931 shares — an estimated $2.22M sold.

Range Financial Group first reported a position in IT in Q2 2021 and held it in 11 quarters. The position peaked at $2.22M in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Range Financial Group reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Range Financial Group sold 4,931 Gartner shares in Q1 2024, an estimated $2.22M.
  • Range Financial Group first reported a position in Gartner in Q2 2021 and held it in 11 quarters.
  • Range Financial Group's Gartner position peaked at $2.22M in Q4 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Range Financial Group's 13F filing for Q1 2024, filed 12 Apr 2024.