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Schubert & Co’s Gartner IT Stock Holding History

Schubert & Co’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
Q2 		– Sell
-27
Closed -$8.8K – 763
2023
Q1 		$8.8K Sell
27
-3
-10% -$992 0.01% 246
2022
Q4 		$10.1K Hold
30
– – 0.01% 223
2022
Q3 		$8K Buy
30
+12
+67% +$3.36K 0.01% 237
2022
Q2 		$4K Buy
18
+4
+29% +$1.06K ﹤0.01% 446
2022
Q1 		$4K Buy
14
+1
+8% +$290 ﹤0.01% 206
2021
Q4 		$4K Buy
+13
New +$4.18K ﹤0.01% 164

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schubert & Co's IT Position: Q2 2023 in Review

Schubert & Co sold out of Gartner (IT) in Q2 2023, closing a stake of 27 shares — an estimated $8.8K sold.

Schubert & Co first reported a position in IT in Q4 2021 and held it in 6 quarters. The position peaked at $10.1K in Q4 2022. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

  • Schubert & Co reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 27 Gartner shares in Q2 2023, an estimated $8.8K.
  • Schubert & Co first reported a position in Gartner in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Gartner position peaked at $10.1K in Q4 2022.
  • 778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.