Unigestion Holding’s Gartner IT Stock Holding History

Unigestion Holding’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
2025 Q1	$14.7M	Sell	34,975 -13,449	-28%	-$6.63M	0.86%	36
2024 Q4	$23.5M	Buy	48,424 +970	+2%	+$500K	1.35%	30
2024 Q3	$24M	Buy	+47,454	New	+$22.8M	1.16%	37
2024 Q2	–	Sell	-35,632	Closed	-$17M	–	151
2024 Q1	$17M	Buy	+35,632	New	+$16.4M	0.83%	52
2023 Q4	–	Sell	-808	Closed	-$280K	–	173
2023 Q3	$280K	Sell	808 -550	-41%	-$192K	0.02%	175
2023 Q2	$465K	Sell	1,358 -200	-13%	-$65.1K	0.03%	180
2023 Q1	$498K	Sell	1,558 -537	-26%	-$178K	0.03%	194
2022 Q4	$713K	Buy	+2,095	New	+$676K	0.04%	179
2022 Q3	–	Sell	-3,625	Closed	-$877K	–	188
2022 Q2	$877K	Buy	3,625 +975	+37%	+$259K	0.05%	143
2022 Q1	$788K	Hold	2,650	–	–	0.03%	163
2021 Q4	$886K	Buy	+2,650	New	+$852K	0.04%	163

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

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

Unigestion Holding's IT Position: Q1 2025 in Review

Unigestion Holding reduced its Gartner (IT) stake by 28% in Q1 2025, selling an estimated $6.63M and leaving 34,975 shares worth $14.7M. The position accounts for 0.86% of the portfolio, ranked #36.

Unigestion Holding first reported a position in IT in Q4 2021 and has held it in 11 quarters since. The position peaked at $24M in Q3 2024. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Unigestion Holding held 34,975 shares of Gartner worth $14.7M as of Q1 2025.
Unigestion Holding sold 13,449 Gartner shares in Q1 2025, an estimated $6.63M.
Gartner made up 0.86% of Unigestion Holding's portfolio in Q1 2025, its #36 holding.
Unigestion Holding first reported a position in Gartner in Q4 2021 and has held it in 11 quarters since.
Unigestion Holding's Gartner position peaked at $24M in Q3 2024.
921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.