Stonebrook Private’s Gartner IT Stock Holding History

Stonebrook Private’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 Q2	–	Sell	-495	Closed	-$236K	–	201
2024 Q1	$236K	Hold	495	–	–	0.07%	180
2023 Q4	$223K	Buy	+495	New	+$198K	0.07%	184

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Stonebrook Private's IT Position: Q2 2024 in Review

Stonebrook Private sold out of Gartner (IT) in Q2 2024, closing a stake of 495 shares — an estimated $236K sold.

Stonebrook Private first reported a position in IT in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

Stonebrook Private reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
Stonebrook Private sold 495 Gartner shares in Q2 2024, an estimated $236K.
Stonebrook Private first reported a position in Gartner in Q4 2023 and held it in 2 quarters.
Stonebrook Private's Gartner position peaked at $236K in Q1 2024.
875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on Stonebrook Private's 13F filing for Q2 2024, filed 6 Aug 2024.