UFF
IT icon

USA Financial Formulas’s Gartner IT Stock Holding History

USA Financial Formulas’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
2024
Q2 		– Sell
-2,394
Closed -$1.14M – 341
2024
Q1 		$1.14M Buy
+2,394
New +$1.1M 0.19% 55
2022
Q1 		– Sell
-2
Closed -$1K – 423
2021
Q4 		$1K Sell
2
-3,916
-100% -$1.26M ﹤0.01% 326
2021
Q3 		$1.19M Buy
+3,918
New +$1.14M 1.06% 13

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

USA Financial Formulas's IT Position: Q2 2024 in Review

USA Financial Formulas sold out of Gartner (IT) in Q2 2024, closing a stake of 2,394 shares — an estimated $1.14M sold.

USA Financial Formulas first reported a position in IT in Q3 2021 and held it in 3 quarters. The position peaked at $1.19M in Q3 2021. 875 funds tracked by Wall St. Rank hold IT as of Q2 2024.

  • USA Financial Formulas reported no remaining Gartner position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,394 Gartner shares in Q2 2024, an estimated $1.14M.
  • USA Financial Formulas first reported a position in Gartner in Q3 2021 and held it in 3 quarters.
  • USA Financial Formulas's Gartner position peaked at $1.19M in Q3 2021.
  • 875 funds tracked by Wall St. Rank held Gartner as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.