Tortoise Investment Management’s Gartner IT Stock Holding History

Tortoise Investment Management’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$65.1K	Buy	161 +4	+3%	+$1.62K	0.01%	352
2025 Q1	$65.9K	Hold	157	–	–	0.01%	334
2024 Q4	$76.1K	Sell	157 -97	-38%	-$47K	0.01%	347
2024 Q3	$129K	Hold	254	–	–	0.01%	277
2024 Q2	$114K	Hold	254	–	–	0.01%	281
2024 Q1	$121K	Sell	254 -37	-13%	-$17.6K	0.01%	272
2023 Q4	$131K	Hold	291	–	–	0.02%	249
2023 Q3	$100K	Sell	291 -50	-15%	-$17.2K	0.01%	270
2023 Q2	$119K	Hold	341	–	–	0.02%	259
2023 Q1	$111K	Sell	341 -75	-18%	-$24.4K	0.02%	257
2022 Q4	$140K	Sell	416 -184	-31%	-$61.9K	0.02%	224
2022 Q3	$166K	Sell	600 -121	-17%	-$33.5K	0.03%	196
2022 Q2	$174K	Hold	721	–	–	0.03%	180
2022 Q1	$214K	Hold	721	–	–	0.04%	173
2021 Q4	$241K	Hold	721	–	–	0.05%	154
2021 Q3	$219K	Hold	721	–	–	0.04%	149
2021 Q2	$175K	Hold	721	–	–	0.04%	165
2021 Q1	$132K	Sell	721 -100	-12%	-$18.3K	0.03%	185
2020 Q4	$132K	Hold	821	–	–	0.03%	173
2020 Q3	$103K	Hold	821	–	–	0.03%	176
2020 Q2	$100K	Hold	821	–	–	0.03%	177
2020 Q1	$82K	Hold	821	–	–	0.02%	183
2019 Q4	$127K	Hold	821	–	–	0.03%	171
2019 Q3	$117K	Hold	821	–	–	0.03%	172
2019 Q2	$132K	Hold	821	–	–	0.03%	170
2019 Q1	$125K	Hold	821	–	–	0.03%	171
2018 Q4	$105K	Sell	821 -203	-20%	-$26K	0.03%	176
2018 Q3	$162K	Hold	1,024	–	–	0.04%	153
2018 Q2	$136K	Hold	1,024	–	–	0.04%	162
2018 Q1	$120K	Hold	1,024	–	–	0.03%	169
2017 Q4	$126K	Hold	1,024	–	–	0.04%	166
2017 Q3	$127K	Hold	1,024	–	–	0.04%	154
2017 Q2	$126K	Hold	1,024	–	–	0.04%	144
2017 Q1	$111K	Hold	1,024	–	–	0.04%	139
2016 Q4	$103K	Sell	1,024 -144	-12%	-$14.5K	0.04%	143
2016 Q3	$103K	Hold	1,168	–	–	0.03%	133
2016 Q2	$114K	Hold	1,168	–	–	0.04%	124
2016 Q1	$104K	Sell	1,168 -355	-23%	-$31.6K	0.04%	131
2015 Q4	$138K	Sell	1,523 -116	-7%	-$10.5K	0.05%	126
2015 Q3	$138K	Hold	1,639	–	–	0.05%	125
2015 Q2	$141K	Hold	1,639	–	–	0.05%	131
2015 Q1	$137K	Hold	1,639	–	–	0.05%	130
2014 Q4	$138K	Hold	1,639	–	–	0.06%	130
2014 Q3	$120K	Hold	1,639	–	–	0.05%	135
2014 Q2	$116K	Hold	1,639	–	–	0.05%	137
2014 Q1	$114K	Hold	1,639	–	–	0.05%	127
2013 Q4	$116K	Buy	+1,639	New	+$116K	0.06%	114