Tarbox Family Office’s Gartner IT Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-19	Closed	-$6K	–	550
2022 Q1	$6K	Sell	19 -72	-79%	-$20.8K	﹤0.01%	474
2021 Q4	$30K	Hold	91	–	–	0.01%	293
2021 Q3	$28K	Hold	91	–	–	0.01%	324
2021 Q2	$22K	Hold	91	–	–	﹤0.01%	359
2021 Q1	$17K	Hold	91	–	–	﹤0.01%	338
2020 Q4	$15K	Hold	91	–	–	﹤0.01%	343
2020 Q3	$11K	Hold	91	–	–	﹤0.01%	377
2020 Q2	$11K	Buy	91 +72	+379%	+$8.32K	﹤0.01%	362
2020 Q1	$2K	Sell	19 -13	-41%	-$1.78K	﹤0.01%	658
2019 Q4	$5K	Buy	32 +13	+68%	+$1.99K	﹤0.01%	496
2019 Q3	$3K	Hold	19	–	–	﹤0.01%	603
2019 Q2	$3K	Hold	19	–	–	﹤0.01%	610
2019 Q1	$3K	Hold	19	–	–	﹤0.01%	452
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	490
2018 Q3	$3K	Hold	19	–	–	﹤0.01%	446
2018 Q2	$3K	Hold	19	–	–	﹤0.01%	438
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	511
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	499
2017 Q3	$2K	Hold	19	–	–	﹤0.01%	495
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	478
2017 Q1	$2K	Hold	19	–	–	﹤0.01%	480
2016 Q4	$2K	Hold	19	–	–	﹤0.01%	442
2016 Q3	$2K	Hold	19	–	–	﹤0.01%	434
2016 Q2	$2K	Hold	19	–	–	﹤0.01%	424
2016 Q1	$2K	Hold	19	–	–	﹤0.01%	432
2015 Q4	$2K	Buy	+19	New	+$1.68K	﹤0.01%	410

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 $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

ACM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tarbox Family Office's IT Position: Q2 2022 in Review

Tarbox Family Office sold out of Gartner (IT) in Q2 2022, closing a stake of 19 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in IT in Q4 2015 and held it in 26 quarters. The position peaked at $30K in Q4 2021. 690 funds tracked by Wall St. Rank hold IT as of Q2 2022.

Tarbox Family Office reported no remaining Gartner position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 19 Gartner shares in Q2 2022, an estimated $6K.
Tarbox Family Office first reported a position in Gartner in Q4 2015 and held it in 26 quarters.
Tarbox Family Office's Gartner position peaked at $30K in Q4 2021.
690 funds tracked by Wall St. Rank held Gartner as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.