Rational Advisors’s Gartner IT Stock Holding History

Rational Advisors’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	–	Sell	-30	Closed	-$10.5K	–	238
2023 Q3	$10.5K	Hold	30	–	–	﹤0.01%	223
2023 Q2	$10.5K	Hold	30	–	–	﹤0.01%	212
2023 Q1	$9.77K	Hold	30	–	–	﹤0.01%	211
2022 Q4	$10.1K	Hold	30	–	–	﹤0.01%	185
2022 Q3	$8K	Buy	30 +1	+3%	+$280	﹤0.01%	201
2022 Q2	$7K	Buy	29 +1	+4%	+$266	﹤0.01%	209
2022 Q1	$8K	Buy	+28	New	+$8.11K	﹤0.01%	224
2020 Q4	–	Sell	-8	Closed	-$1K	–	410
2020 Q3	$1K	Buy	+8	New	+$1.02K	﹤0.01%	534
2016 Q3	–	Sell	-875	Closed	-$85K	–	290
2016 Q2	$85K	Buy	+875	New	+$83.2K	0.06%	182
2015 Q3	$61K	Hold	732	–	–	0.02%	246
2015 Q2	$63K	Hold	732	–	–	0.02%	245
2015 Q1	$61K	Sell	732 -488	-40%	-$40.3K	0.01%	247
2014 Q4	$103K	Buy	+1,220	New	+$99.1K	0.02%	270
2013 Q4	$276K	Sell	3,886 -392	-9%	-$24.8K	0.02%	440
2013 Q3	$257K	Sell	4,278 -56	-1%	-$3.3K	0.02%	477
2013 Q2	$247K	Buy	+4,334	New	+$246K	0.02%	475

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Rational Advisors's IT Position: Q4 2023 in Review

Rational Advisors sold out of Gartner (IT) in Q4 2023, closing a stake of 30 shares — an estimated $10.5K sold.

Rational Advisors first reported a position in IT in Q2 2013 and held it in 16 quarters. The position peaked at $276K in Q4 2013. 865 funds tracked by Wall St. Rank hold IT as of Q4 2023.

Rational Advisors reported no remaining Gartner position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 30 Gartner shares in Q4 2023, an estimated $10.5K.
Rational Advisors first reported a position in Gartner in Q2 2013 and held it in 16 quarters.
Rational Advisors's Gartner position peaked at $276K in Q4 2013.
865 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

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