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Simplicity Solutions’s Gartner IT Stock Holding History

Simplicity Solutions’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
Q4 		$1.36M Sell
3,004
-15
-0.5% -$5.99K 0.04% 377
2023
Q3 		$1.04M Sell
3,019
-110
-4% -$38.4K 0.03% 408
2023
Q2 		$1.1M Sell
3,129
-68
-2% -$22.1K 0.03% 441
2023
Q1 		$1.04M Buy
3,197
+367
+13% +$121K 0.03% 475
2022
Q4 		$951K Sell
2,830
-708
-20% -$228K 0.13% 200
2022
Q3 		$979K Buy
3,538
+1,016
+40% +$285K 0.14% 176
2022
Q2 		$610K Buy
2,522
+491
+24% +$131K 0.08% 271
2022
Q1 		$604K Sell
2,031
-2,215
-52% -$641K 0.07% 272
2021
Q4 		$1.42M Buy
4,246
+2,517
+146% +$809K 0.16% 168
2021
Q3 		$525K Buy
1,729
+251
+17% +$72.8K 0.08% 272
2021
Q2 		$358K Buy
1,478
+374
+34% +$81.8K 0.07% 317
2021
Q1 		$202K Buy
+1,104
New +$192K 0.04% 471

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

Simplicity Solutions's IT Position: Q4 2023 in Review

Simplicity Solutions reduced its Gartner (IT) stake by 0.5% in Q4 2023, selling an estimated $5.99K and leaving 3,004 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #377.

Simplicity Solutions first reported a position in IT in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2021. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Simplicity Solutions held 3,004 shares of Gartner worth $1.36M as of Q4 2023.
  • Simplicity Solutions sold 15 Gartner shares in Q4 2023, an estimated $5.99K.
  • Gartner made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #377 holding.
  • Simplicity Solutions first reported a position in Gartner in Q1 2021 and has held it in 12 quarters since.
  • Simplicity Solutions's Gartner position peaked at $1.42M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.