Stuart Chaussee & Associates’s Gartner IT Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-72	Closed	-$18.9K	–	66
2025 Q3	$18.9K	Hold	72	–	–	﹤0.01%	131
2025 Q2	$29.1K	Hold	72	–	–	0.01%	113
2025 Q1	$30.2K	Hold	72	–	–	0.01%	106
2024 Q4	$34.9K	Hold	72	–	–	0.01%	95
2024 Q3	$36.5K	Hold	72	–	–	0.01%	82
2024 Q2	$32.3K	Hold	72	–	–	0.01%	84
2024 Q1	$34.3K	Hold	72	–	–	0.01%	76
2023 Q4	$32.5K	Hold	72	–	–	0.01%	71
2023 Q3	$24.7K	Hold	72	–	–	0.01%	65
2023 Q2	$25.2K	Hold	72	–	–	0.01%	64
2023 Q1	$23.5K	Hold	72	–	–	0.01%	63
2022 Q4	$24.2K	Hold	72	–	–	0.01%	66
2022 Q3	$20K	Hold	72	–	–	0.05%	60
2022 Q2	$17K	Hold	72	–	–	0.04%	71
2022 Q1	$21K	Hold	72	–	–	0.01%	79
2021 Q4	$24K	Hold	72	–	–	0.01%	71
2021 Q3	$22K	Hold	72	–	–	0.03%	60
2021 Q2	$17K	Hold	72	–	–	0.01%	82
2021 Q1	$13K	Buy	+72	New	+$12.5K	0.01%	108

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return