Retirement Group’s Gartner IT Stock Holding History

Retirement 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	$1.91K	Sell	4 -1	-20%	-$460	﹤0.01%	660
2023 Q4	$2.26K	Buy	5 +3	+150%	+$1.2K	﹤0.01%	631
2023 Q3	$687	Hold	2	–	–	﹤0.01%	667
2023 Q2	$701	Hold	2	–	–	﹤0.01%	697
2023 Q1	$1K	Hold	2	–	–	﹤0.01%	642
2022 Q4	$1K	Buy	+2	New	+$645	﹤0.01%	579
2022 Q3	–	Sell	-4	Closed	-$1K	–	649
2022 Q2	$1K	Buy	4 +2	+100%	+$532	﹤0.01%	685
2022 Q1	$1K	Buy	+2	New	+$579	﹤0.01%	687

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Retirement Group's IT Position: Q1 2024 in Review

Retirement Group reduced its Gartner (IT) stake by 20% in Q1 2024, selling an estimated $460 and leaving 4 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Retirement Group first reported a position in IT in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.26K in Q4 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

Retirement Group held 4 shares of Gartner worth $1.91K as of Q1 2024.
Retirement Group sold 1 Gartner share in Q1 2024, an estimated $460.
Gartner made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #660 holding.
Retirement Group first reported a position in Gartner in Q1 2022 and has held it in 8 quarters since.
Retirement Group's Gartner position peaked at $2.26K in Q4 2023.
880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.