VIA
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Vident Investment Advisory’s Gartner IT Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-1,146
Closed -$402K – 518
2023
Q2 		$402K Sell
1,146
-877
-43% -$286K 0.01% 763
2023
Q1 		$659K Sell
2,023
-7,639
-79% -$2.53M 0.02% 675
2022
Q4 		$3.25M Buy
+9,662
New +$3.12M 0.12% 195
2022
Q2 		– Sell
-2,933
Closed -$870K – 1327
2022
Q1 		$870K Buy
2,933
+370
+14% +$107K 0.02% 746
2021
Q4 		$856K Buy
2,563
+233
+10% +$74.9K 0.02% 765
2021
Q3 		$708K Buy
+2,330
New +$676K 0.02% 780
2021
Q2 		– Sell
-2,680
Closed -$490K – 1105
2021
Q1 		$490K Sell
2,680
-342
-11% -$59.5K 0.02% 789
2020
Q4 		$484K Buy
3,022
+50
+2% +$7.2K 0.02% 726
2020
Q3 		$371K Sell
2,972
-399
-12% -$50.7K 0.02% 739
2020
Q2 		$409K Buy
3,371
+1,069
+46% +$124K 0.02% 697
2020
Q1 		$229K Sell
2,302
-333
-13% -$45.6K 0.02% 735
2019
Q4 		$406K Buy
2,635
+282
+12% +$43.1K 0.03% 607
2019
Q3 		$337K Buy
2,353
+292
+14% +$42.4K 0.03% 421
2019
Q2 		$332K Sell
2,061
-802
-28% -$125K 0.03% 420
2019
Q1 		$434K Buy
2,863
+262
+10% +$36.4K 0.02% 609
2018
Q4 		$333K Buy
+2,601
New +$375K 0.02% 688
2018
Q3 		– Sell
-3,164
Closed -$420K – 965
2018
Q2 		$420K Buy
3,164
+165
+6% +$21.1K 0.02% 720
2018
Q1 		$350K Buy
+2,999
New +$375K 0.01% 755
2017
Q4 		– Sell
-3,723
Closed -$463K – 805
2017
Q3 		$463K Buy
+3,723
New +$460K 0.03% 521

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vident Investment Advisory's IT Position: Q3 2023 in Review

Vident Investment Advisory sold out of Gartner (IT) in Q3 2023, closing a stake of 1,146 shares — an estimated $402K sold.

Vident Investment Advisory first reported a position in IT in Q3 2017 and held it in 19 quarters. The position peaked at $3.25M in Q4 2022. 791 funds tracked by Wall St. Rank hold IT as of Q3 2023.

  • Vident Investment Advisory reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,146 Gartner shares in Q3 2023, an estimated $402K.
  • Vident Investment Advisory first reported a position in Gartner in Q3 2017 and held it in 19 quarters.
  • Vident Investment Advisory's Gartner position peaked at $3.25M in Q4 2022.
  • 791 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.