Seeyond’s Gartner IT Stock Holding History

Seeyond’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
2022 Q4	$1.06M	Buy	3,142 +609	+24%	+$197K	0.1%	274
2022 Q3	$700K	Sell	2,533 -136	-5%	-$38.1K	0.08%	347
2022 Q2	$645K	Sell	2,669 -757	-22%	-$201K	0.07%	402
2022 Q1	$1.02M	Sell	3,426 -1,051	-23%	-$304K	0.1%	340
2021 Q4	$1.5M	Sell	4,477 -1,187	-21%	-$382K	0.14%	242
2021 Q3	$1.72M	Sell	5,664 -382	-6%	-$111K	0.17%	202
2021 Q2	$1.46M	Buy	6,046 +1,297	+27%	+$284K	0.14%	237
2021 Q1	$866K	Sell	4,749 -4,136	-47%	-$719K	0.09%	355
2020 Q4	$1.42M	Buy	8,885 +1,523	+21%	+$219K	0.15%	238
2020 Q3	$920K	Buy	7,362 +145	+2%	+$18.4K	0.1%	295
2020 Q2	$876K	Buy	7,217 +2,402	+50%	+$278K	0.1%	300
2020 Q1	$81K	Sell	4,815 -37	-0.8%	-$5.07K	0.01%	585
2019 Q4	$748K	Hold	4,852	–	–	0.08%	394
2019 Q3	$694K	Buy	4,852 +789	+19%	+$115K	0.07%	394
2019 Q2	$654K	Sell	4,063 -2,899	-42%	-$453K	0.07%	414
2019 Q1	$1.06M	Hold	6,962	–	–	0.1%	306
2018 Q4	$890K	Buy	+6,962	New	+$1M	0.12%	259

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Seeyond's IT Position: Q4 2022 in Review

Seeyond increased its Gartner (IT) stake by 24% in Q4 2022, buying an estimated $197K and bringing the position to 3,142 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #274.

Seeyond first reported a position in IT in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.72M in Q3 2021. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Seeyond held 3,142 shares of Gartner worth $1.06M as of Q4 2022.
Seeyond bought 609 Gartner shares in Q4 2022, an estimated $197K.
Gartner made up 0.1% of Seeyond's portfolio in Q4 2022, its #274 holding.
Seeyond first reported a position in Gartner in Q4 2018 and has held it in 17 quarters since.
Seeyond's Gartner position peaked at $1.72M in Q3 2021.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.