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Steward Financial Group’s Gartner IT Stock Holding History

Steward Financial Group’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
Q3 		$16K Sell
49
-2
-4% -$698 0.01% 286
2023
Q2 		$17K Buy
+51
New +$16.6K 0.01% 270
2022
Q3 		– Sell
-12
Closed -$2K – 686
2022
Q2 		$2K Buy
+12
New +$3.19K ﹤0.01% 570

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's IT Position: Q3 2023 in Review

Steward Financial Group reduced its Gartner (IT) stake by 3.9% in Q3 2023, selling an estimated $698 and leaving 49 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #286.

Steward Financial Group first reported a position in IT in Q2 2022 and has held it in 3 quarters since. The position peaked at $17K in Q2 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Steward Financial Group held 49 shares of Gartner worth $16K as of Q3 2023.
  • Steward Financial Group sold 2 Gartner shares in Q3 2023, an estimated $698.
  • Gartner made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #286 holding.
  • Steward Financial Group first reported a position in Gartner in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Gartner position peaked at $17K in Q2 2023.
  • 790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.