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Sonen Capital’s Gartner IT Stock Holding History

Sonen Capital’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 		$1M Hold
2,227
– – 1.91% 10
2023
Q3 		$765K Hold
2,227
– – 1.5% 17
2023
Q2 		$780K Buy
2,227
+81
+4% +$26.4K 1.29% 20
2023
Q1 		$699K Sell
2,146
-905
-30% -$299K 1.19% 22
2022
Q4 		$1.03M Sell
3,051
-193
-6% -$62.3K 1.68% 11
2022
Q3 		$898K Sell
3,244
-927
-22% -$260K 1.46% 16
2022
Q2 		$1.01M Sell
4,171
-939
-18% -$250K 1.44% 16
2022
Q1 		$1.52M Hold
5,110
– – 1.84% 13
2021
Q4 		$1.71M Buy
+5,110
New +$1.64M 1.65% 19

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

Sonen Capital's IT Position: Q4 2023 in Review

Sonen Capital held its Gartner (IT) position steady in Q4 2023 at 2,227 shares worth $1M. The position accounts for 1.91% of the portfolio, ranked #10.

Sonen Capital first reported a position in IT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2021. 864 funds tracked by Wall St. Rank hold IT as of Q4 2023.

  • Sonen Capital held 2,227 shares of Gartner worth $1M as of Q4 2023.
  • Sonen Capital left its Gartner share count unchanged in Q4 2023.
  • Gartner made up 1.91% of Sonen Capital's portfolio in Q4 2023, its #10 holding.
  • Sonen Capital first reported a position in Gartner in Q4 2021 and has held it in 9 quarters since.
  • Sonen Capital's Gartner position peaked at $1.71M in Q4 2021.
  • 864 funds tracked by Wall St. Rank held Gartner as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.