RA
IT icon

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
– – 0.03% 246
2015
Q2 		$63K Hold
732
– – 0.02% 245
2015
Q1 		$61K Sell
732
-488
-40% -$40.3K 0.02% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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