TrustCore Financial Services’s Gartner IT Stock Holding History

TrustCore Financial Services’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 Q4	$48.4K	Hold	144	–	–	﹤0.01%	466
2022 Q3	$40K	Hold	144	–	–	﹤0.01%	483
2022 Q2	$35K	Hold	144	–	–	﹤0.01%	525
2022 Q1	$43K	Hold	144	–	–	﹤0.01%	509
2021 Q4	$48K	Hold	144	–	–	0.01%	448
2021 Q3	$44K	Hold	144	–	–	﹤0.01%	500
2021 Q2	$35K	Buy	+144	New	+$31.5K	﹤0.01%	533

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

TrustCore Financial Services's IT Position: Q4 2022 in Review

TrustCore Financial Services held its Gartner (IT) position steady in Q4 2022 at 144 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

TrustCore Financial Services first reported a position in IT in Q2 2021 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold IT as of Q4 2022.

TrustCore Financial Services held 144 shares of Gartner worth $48.4K as of Q4 2022.
TrustCore Financial Services left its Gartner share count unchanged in Q4 2022.
Gartner made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #466 holding.
TrustCore Financial Services first reported a position in Gartner in Q2 2021 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.