Standard Family Office’s Gartner IT Stock Holding History

Standard Family Office’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	–	Sell	-27	Closed	-$7K	–	223
2022 Q3	$7K	Buy	+27	New	+$7.57K	﹤0.01%	281
2021 Q3	–	Sell	-10	Closed	-$2K	–	300
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	386
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	433
2020 Q4	$2K	Buy	+10	New	+$1.44K	﹤0.01%	437

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

Standard Family Office's IT Position: Q4 2022 in Review

Standard Family Office sold out of Gartner (IT) in Q4 2022, closing a stake of 27 shares — an estimated $7K sold.

Standard Family Office first reported a position in IT in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Standard Family Office reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 27 Gartner shares in Q4 2022, an estimated $7K.
Standard Family Office first reported a position in Gartner in Q4 2020 and held it in 4 quarters.
Standard Family Office's Gartner position peaked at $7K in Q3 2022.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.