RJT
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Raymond James Trust’s Gartner IT Stock Holding History

Raymond James Trust’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
Q3 		$737K Buy
1,454
+41
+3% +$19.7K 0.02% 610
2024
Q2 		$635K Sell
1,413
-234
-14% -$104K 0.01% 621
2024
Q1 		$785K Sell
1,647
-314
-16% -$145K 0.02% 537
2023
Q4 		$885K Sell
1,961
-38
-2% -$15.2K 0.02% 496
2023
Q3 		$687K Buy
1,999
+126
+7% +$44K 0.02% 525
2023
Q2 		$657K Sell
1,873
-62
-3% -$20.2K 0.02% 559
2023
Q1 		$630K Buy
1,935
+774
+67% +$256K 0.02% 555
2022
Q4 		$390K Sell
1,161
-557
-32% -$180K 0.01% 709
2022
Q3 		$475K Buy
1,718
+18
+1% +$5.05K 0.02% 595
2022
Q2 		$411K Sell
1,700
-32
-2% -$8.51K 0.01% 654
2022
Q1 		$515K Buy
1,732
+38
+2% +$11K 0.02% 636
2021
Q4 		$566K Sell
1,694
-414
-20% -$133K 0.02% 589
2021
Q3 		$641K Sell
2,108
-292
-12% -$84.7K 0.02% 535
2021
Q2 		$581K Sell
2,400
-564
-19% -$123K 0.02% 555
2021
Q1 		$541K Buy
2,964
+152
+5% +$26.4K 0.02% 560
2020
Q4 		$451K Buy
2,812
+63
+2% +$9.08K 0.02% 587
2020
Q3 		$344K Buy
2,749
+307
+13% +$39K 0.01% 633
2020
Q2 		$296K Buy
+2,442
New +$282K 0.01% 668
2020
Q1 		– Sell
-1,751
Closed -$270K – 889
2019
Q4 		$270K Buy
1,751
+5
+0.3% +$763 0.01% 745
2019
Q3 		$250K Buy
1,746
+238
+16% +$34.6K 0.01% 749
2019
Q2 		$242K Buy
1,508
+57
+4% +$8.91K 0.01% 735
2019
Q1 		$220K Buy
+1,451
New +$201K 0.01% 737
2018
Q4 		– Sell
-1,582
Closed -$251K – 872
2018
Q3 		$251K Sell
1,582
-54
-3% -$7.83K 0.01% 710
2018
Q2 		$218K Sell
1,636
-127
-7% -$16.3K 0.01% 747
2018
Q1 		$208K Sell
1,763
-45
-2% -$5.62K 0.01% 657
2017
Q4 		$223K Sell
1,808
-42
-2% -$5.1K 0.02% 654
2017
Q3 		$230K Sell
1,850
-102
-5% -$12.6K 0.02% 633
2017
Q2 		$241K Buy
1,952
+26
+1% +$3.02K 0.02% 599
2017
Q1 		$208K Buy
+1,926
New +$199K 0.02% 635

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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Trust's IT Position: Q3 2024 in Review

Raymond James Trust increased its Gartner (IT) stake by 2.9% in Q3 2024, buying an estimated $19.7K and bringing the position to 1,454 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #610.

Raymond James Trust first reported a position in IT in Q1 2017 and has held it in 29 quarters since. The position peaked at $885K in Q4 2023. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Raymond James Trust held 1,454 shares of Gartner worth $737K as of Q3 2024.
  • Raymond James Trust bought 41 Gartner shares in Q3 2024, an estimated $19.7K.
  • Gartner made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #610 holding.
  • Raymond James Trust first reported a position in Gartner in Q1 2017 and has held it in 29 quarters since.
  • Raymond James Trust's Gartner position peaked at $885K in Q4 2023.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.