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Sterling Investment Advisors (Pennsylvania)’s Gartner IT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-48
Closed -$15K – 585
2021
Q3 		$15K Buy
+48
New +$13.9K ﹤0.01% 400
2017
Q3 		– Sell
-73
Closed -$9K – 353
2017
Q2 		$9K Buy
+73
New +$8.47K 0.01% 302

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IT Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Gartner (IT) in Q4 2021, closing a stake of 48 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IT in Q2 2017 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 691 funds tracked by Wall St. Rank hold IT as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Gartner position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 48 Gartner shares in Q4 2021, an estimated $15K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Gartner in Q2 2017 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Gartner position peaked at $15K in Q3 2021.
  • 691 funds tracked by Wall St. Rank held Gartner as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.