SMDAM
Sumitomo Mitsui DS Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
12,433
+1,150
| +10% | +$465K | 0.05% | 302 |
|
|
2025
Q1 | $4.74M | Buy |
11,283
+123
| +1% | +$51.6K | 0.05% | 302 |
|
|
2024
Q4 | $5.41M | Buy |
11,160
+2,734
| +32% | +$1.32M | 0.06% | 264 |
|
|
2024
Q3 | $4.27M | Buy |
8,426
+445
| +6% | +$226K | 0.05% | 305 |
|
|
2024
Q2 | $3.58M | Buy |
7,981
+173
| +2% | +$77.7K | 0.04% | 326 |
|
|
2024
Q1 | $3.72M | Buy |
7,808
+144
| +2% | +$68.6K | 0.05% | 310 |
|
|
2023
Q4 | $3.46M | Buy |
7,664
+280
| +4% | +$126K | 0.05% | 335 |
|
|
2023
Q3 | $2.54M | Buy |
7,384
+873
| +13% | +$300K | 0.04% | 347 |
|
|
2023
Q2 | $2.28M | Buy |
6,511
+44
| +0.7% | +$15.4K | 0.04% | 368 |
|
|
2023
Q1 | $2.11M | Buy |
6,467
+88
| +1% | +$28.7K | 0.04% | 355 |
|
|
2022
Q4 | $2.14M | Buy |
6,379
+54
| +0.9% | +$18.2K | 0.04% | 339 |
|
|
2022
Q3 | $1.75M | Buy |
6,325
+869
| +16% | +$240K | 0.04% | 352 |
|
|
2022
Q2 | $1.32M | Buy |
5,456
+41
| +0.8% | +$9.91K | 0.03% | 410 |
|
|
2022
Q1 | $1.61M | Sell |
5,415
-5
| -0.1% | -$1.49K | 0.03% | 388 |
|
|
2021
Q4 | $1.81M | Sell |
5,420
-7
| -0.1% | -$2.34K | 0.04% | 384 |
|
|
2021
Q3 | $1.65M | Sell |
5,427
-107
| -2% | -$32.5K | 0.04% | 375 |
|
|
2021
Q2 | $1.34M | Hold |
5,534
| – | – | 0.03% | 427 |
|
|
2021
Q1 | $1.01M | Hold |
5,534
| – | – | 0.03% | 482 |
|
|
2020
Q4 | $886K | Buy |
5,534
+12
| +0.2% | +$1.92K | 0.03% | 495 |
|
|
2020
Q3 | $689K | Buy |
5,522
+62
| +1% | +$7.74K | 0.02% | 510 |
|
|
2020
Q2 | $662K | Buy |
5,460
+71
| +1% | +$8.61K | 0.02% | 501 |
|
|
2020
Q1 | $536K | Sell |
5,389
-138
| -2% | -$13.7K | 0.02% | 485 |
|
|
2019
Q4 | $851K | Hold |
5,527
| – | – | 0.03% | 465 |
|
|
2019
Q3 | $790K | Buy |
5,527
+557
| +11% | +$79.6K | 0.03% | 455 |
|
|
2019
Q2 | $799K | Sell |
4,970
-1,388
| -22% | -$223K | 0.03% | 431 |
|
|
2019
Q1 | $964K | Hold |
6,358
| – | – | 0.02% | 528 |
|
|
2018
Q4 | $812K | Sell |
6,358
-16,300
| -72% | -$2.08M | 0.01% | 516 |
|
|
2018
Q3 | $3.59M | Sell |
22,658
-13,432
| -37% | -$2.13M | 0.06% | 243 |
|
|
2018
Q2 | $4.8M | Sell |
36,090
-7,334
| -17% | -$975K | 0.07% | 198 |
|
|
2018
Q1 | $5.11M | Buy |
43,424
+432
| +1% | +$50.8K | 0.08% | 200 |
|
|
2017
Q4 | $5.29M | Sell |
42,992
-8,113
| -16% | -$999K | 0.08% | 202 |
|
|
2017
Q3 | $6.36M | Sell |
51,105
-7,350
| -13% | -$914K | 0.1% | 180 |
|
|
2017
Q2 | $7.22M | Buy |
58,455
+7,215
| +14% | +$891K | 0.12% | 166 |
|
|
2017
Q1 | $5.53M | Buy |
51,240
+45,256
| +756% | +$4.89M | 0.09% | 197 |
|
|
2016
Q4 | $604K | Sell |
5,984
-52
| -0.9% | -$5.25K | 0.01% | 582 |
|
|
2016
Q3 | $533K | Hold |
6,036
| – | – | 0.01% | 607 |
|
|
2016
Q2 | $587K | Buy |
6,036
+86
| +1% | +$8.36K | 0.02% | 543 |
|
|
2016
Q1 | $531K | Buy |
5,950
+738
| +14% | +$65.9K | 0.02% | 590 |
|
|
2015
Q4 | $472K | Sell |
5,212
-645
| -11% | -$58.4K | 0.02% | 601 |
|
|
2015
Q3 | $491K | Hold |
5,857
| – | – | 0.02% | 591 |
|
|
2015
Q2 | $502K | Buy |
+5,857
| New | +$502K | 0.02% | 631 |
|