Syverson Strege & Co’s Gartner IT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-7	Closed	-$2.28K	–	333
2023 Q1	$2.28K	Buy	+7	New	+$2.31K	﹤0.01%	465
2021 Q4	–	Sell	-20	Closed	-$6K	–	390
2021 Q3	$6K	Buy	+20	New	+$5.8K	﹤0.01%	300

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Syverson Strege & Co's IT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Gartner (IT) in Q2 2023, closing a stake of 7 shares — an estimated $2.28K sold.

Syverson Strege & Co first reported a position in IT in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Syverson Strege & Co reported no remaining Gartner position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 7 Gartner shares in Q2 2023, an estimated $2.28K.
Syverson Strege & Co first reported a position in Gartner in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's Gartner position peaked at $6K in Q3 2021.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.