Symmetry Partners’s Gartner IT Stock Holding History

Symmetry Partners’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	-1,134	Closed	-$509K	–	296
2024 Q2	$509K	Sell	1,134 -535	-32%	-$238K	0.03%	279
2024 Q1	$796K	Hold	1,669	–	–	0.06%	218
2023 Q4	$755K	Sell	1,669 -535	-24%	-$214K	0.04%	211
2023 Q3	$757K	Hold	2,204	–	–	0.04%	218
2023 Q2	$772K	Hold	2,204	–	–	0.04%	233
2023 Q1	$718K	Buy	2,204 +55	+3%	+$18.2K	0.04%	240
2022 Q4	$722K	Sell	2,149 -155	-7%	-$50K	0.04%	230
2022 Q3	$637K	Hold	2,304	–	–	0.04%	249
2022 Q2	$557K	Sell	2,304 -444	-16%	-$118K	0.04%	289
2022 Q1	$817K	Buy	2,748 +246	+10%	+$71.2K	0.05%	235
2021 Q4	$836K	Hold	2,502	–	–	0.05%	255
2021 Q3	$779K	Hold	2,502	–	–	0.05%	284
2021 Q2	$606K	Hold	2,502	–	–	0.04%	357
2021 Q1	$457K	Sell	2,502 -45	-2%	-$7.82K	0.03%	433
2020 Q4	$408K	Hold	2,547	–	–	0.03%	438
2020 Q3	$318K	Buy	+2,547	New	+$324K	0.03%	471

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 $3.38T AUM 44.17% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Symmetry Partners's IT Position: Q3 2024 in Review

Symmetry Partners sold out of Gartner (IT) in Q3 2024, closing a stake of 1,134 shares — an estimated $509K sold.

Symmetry Partners first reported a position in IT in Q3 2020 and held it in 16 quarters. The position peaked at $836K in Q4 2021. 906 funds tracked by Wall St. Rank hold IT as of Q3 2024.

Symmetry Partners reported no remaining Gartner position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,134 Gartner shares in Q3 2024, an estimated $509K.
Symmetry Partners first reported a position in Gartner in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Gartner position peaked at $836K in Q4 2021.
906 funds tracked by Wall St. Rank held Gartner as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.