Surevest’s Gartner IT Stock Holding History

Surevest’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
2022 Q3	$10K	Hold	37	–	–	﹤0.01%	286
2022 Q2	$9K	Hold	37	–	–	﹤0.01%	311
2022 Q1	$11K	Hold	37	–	–	﹤0.01%	276
2021 Q4	$12K	Buy	+37	New	+$11.9K	﹤0.01%	275

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Surevest's IT Position: Q3 2022 in Review

Surevest held its Gartner (IT) position steady in Q3 2022 at 37 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Surevest first reported a position in IT in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q4 2021. 694 funds tracked by Wall St. Rank hold IT as of Q3 2022.

Surevest held 37 shares of Gartner worth $10K as of Q3 2022.
Surevest left its Gartner share count unchanged in Q3 2022.
Gartner made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #286 holding.
Surevest first reported a position in Gartner in Q4 2021 and has held it in 4 quarters since.
Surevest's Gartner position peaked at $12K in Q4 2021.
694 funds tracked by Wall St. Rank held Gartner as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.