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SpiderRock Advisors’s Gartner IT Stock Holding History

SpiderRock 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
2024
Q3 		$978K Buy
1,930
+6
+0.3% +$2.88K 0.02% 478
2024
Q2 		$864K Buy
1,924
+13
+0.7% +$5.78K 0.02% 439
2024
Q1 		$907K Buy
+1,911
New +$880K 0.02% 410

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SpiderRock Advisors's IT Position: Q3 2024 in Review

SpiderRock Advisors increased its Gartner (IT) stake by 0.31% in Q3 2024, buying an estimated $2.88K and bringing the position to 1,930 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #478.

SpiderRock Advisors first reported a position in IT in Q1 2024 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • SpiderRock Advisors held 1,930 shares of Gartner worth $978K as of Q3 2024.
  • SpiderRock Advisors bought 6 Gartner shares in Q3 2024, an estimated $2.88K.
  • Gartner made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #478 holding.
  • SpiderRock Advisors first reported a position in Gartner in Q1 2024 and has held it in 3 quarters since.
  • 906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.