SP
IT icon

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
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