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Strategy Asset Managers’s Gartner IT Stock Holding History

Strategy Asset Managers’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 		– Sell
-2,925
Closed -$1.02M – 291
2024
Q2 		$1.02M Buy
+2,925
New +$1.3M 0.23% 79
2023
Q3 		– Sell
-2,925
Closed -$1.02M – 254
2023
Q2 		$1.02M Buy
2,925
+186
+7% +$60.6K 0.23% 79
2023
Q1 		$892K Buy
2,739
+37
+1% +$12.2K 0.22% 83
2022
Q4 		$908K Sell
2,702
-2
-0.1% -$645 0.23% 79
2022
Q3 		$748K Buy
+2,704
New +$758K 0.2% 92
2019
Q1 		– Sell
-18,675
Closed -$2.39M – 220
2018
Q4 		$2.39M Sell
18,675
-537
-3% -$77.5K 0.58% 50
2018
Q3 		$3.05M Buy
+19,212
New +$2.79M 0.62% 47

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategy Asset Managers's IT Position: Q3 2024 in Review

Strategy Asset Managers sold out of Gartner (IT) in Q3 2024, closing a stake of 2,925 shares — an estimated $1.02M sold.

Strategy Asset Managers first reported a position in IT in Q3 2018 and held it in 7 quarters. The position peaked at $3.05M in Q3 2018. 905 funds tracked by Wall St. Rank hold IT as of Q3 2024.

  • Strategy Asset Managers reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
  • Strategy Asset Managers sold 2,925 Gartner shares in Q3 2024, an estimated $1.02M.
  • Strategy Asset Managers first reported a position in Gartner in Q3 2018 and held it in 7 quarters.
  • Strategy Asset Managers's Gartner position peaked at $3.05M in Q3 2018.
  • 905 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Strategy Asset Managers's 13F filing for Q3 2024, filed 8 Nov 2024.