RI
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Ridgewood Investments’s Gartner IT Stock Holding History

Ridgewood Investments’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 		– Sell
-3
Closed -$1.29K – 761
2024
Q2 		$1.29K Buy
+3
New +$1.33K ﹤0.01% 693
2023
Q3 		– Sell
-3
Closed -$1.01K – 467
2023
Q2 		$1.01K Hold
3
– – ﹤0.01% 741
2023
Q1 		$935 Buy
+3
New +$992 ﹤0.01% 742

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

Ridgewood Investments's IT Position: Q3 2024 in Review

Ridgewood Investments sold out of Gartner (IT) in Q3 2024, closing a stake of 3 shares — an estimated $1.29K sold.

Ridgewood Investments first reported a position in IT in Q1 2023 and held it in 3 quarters. The position peaked at $1.29K in Q2 2024. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Ridgewood Investments reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 3 Gartner shares in Q3 2024, an estimated $1.29K.
  • Ridgewood Investments first reported a position in Gartner in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Gartner position peaked at $1.29K in Q2 2024.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.