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Ulrich Consultants & Investment Group’s Gartner IT Stock Holding History

Ulrich Consultants & Investment Group’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 		– Sell
-6,576
Closed -$1.82M – 37
2022
Q3 		$1.82M Sell
6,576
-83
-1% -$23.3K 1.4% 20
2022
Q2 		$1.61M Buy
+6,659
New +$1.77M 0.88% 32

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
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

Ulrich Consultants & Investment Group's IT Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Gartner (IT) in Q4 2022, closing a stake of 6,576 shares — an estimated $1.82M sold.

Ulrich Consultants & Investment Group first reported a position in IT in Q2 2022 and held it in 2 quarters. The position peaked at $1.82M in Q3 2022. 767 funds tracked by Wall St. Rank hold IT as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Gartner position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 6,576 Gartner shares in Q4 2022, an estimated $1.82M.
  • Ulrich Consultants & Investment Group first reported a position in Gartner in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Gartner position peaked at $1.82M in Q3 2022.
  • 767 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.