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Schechter Investment Advisors’s Gartner IT Stock Holding History

Schechter Investment 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
2025
Q1 		$595K Sell
1,417
-279
-16% -$137K 0.05% 329
2024
Q4 		$822K Sell
1,696
-591
-26% -$305K 0.06% 279
2024
Q3 		$1.16M Sell
2,287
-145
-6% -$69.7K 0.09% 223
2024
Q2 		$1.09M Sell
2,432
-25
-1% -$11.1K 0.08% 220
2024
Q1 		$1.17M Buy
2,457
+38
+2% +$17.5K 0.09% 211
2023
Q4 		$1.09M Sell
2,419
-278
-10% -$111K 0.09% 213
2023
Q3 		$927K Sell
2,697
-57
-2% -$19.9K 0.09% 233
2023
Q2 		$965K Sell
2,754
-728
-21% -$237K 0.09% 246
2023
Q1 		$1.13M Sell
3,482
-59
-2% -$19.5K 0.11% 225
2022
Q4 		$1.19M Buy
3,541
+174
+5% +$56.2K 0.11% 234
2022
Q3 		$931K Buy
3,367
+312
+10% +$87.5K 0.09% 302
2022
Q2 		$739K Sell
3,055
-808
-21% -$215K 0.07% 389
2022
Q1 		$1.15M Sell
3,863
-739
-16% -$214K 0.11% 258
2021
Q4 		$1.54M Buy
+4,602
New +$1.48M 0.14% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Schechter Investment Advisors's IT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Gartner (IT) stake by 16% in Q1 2025, selling an estimated $137K and leaving 1,417 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #329.

Schechter Investment Advisors first reported a position in IT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2021. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Schechter Investment Advisors held 1,417 shares of Gartner worth $595K as of Q1 2025.
  • Schechter Investment Advisors sold 279 Gartner shares in Q1 2025, an estimated $137K.
  • Gartner made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #329 holding.
  • Schechter Investment Advisors first reported a position in Gartner in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Gartner position peaked at $1.54M in Q4 2021.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.