Vigilant Capital Management’s Gartner IT Stock Holding History

Vigilant Capital Management’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 Q2	$200K	Hold	570	–	–	0.01%	148
2023 Q1	$186K	Sell	570 -850	-60%	-$281K	0.02%	148
2022 Q4	$477K	Hold	1,420	–	–	0.04%	92
2022 Q3	$393K	Sell	1,420 -1	-0.1%	-$280	0.04%	100
2022 Q2	$344K	Sell	1,421 -400	-22%	-$106K	0.03%	112
2022 Q1	$542K	Hold	1,821	–	–	0.04%	98
2021 Q4	$609K	Hold	1,821	–	–	0.04%	95
2021 Q3	$553K	Buy	1,821 +93	+5%	+$27K	0.04%	84
2021 Q2	$419K	Hold	1,728	–	–	0.03%	104
2021 Q1	$315K	Buy	1,728 +1,328	+332%	+$231K	0.03%	112
2020 Q4	$64K	Hold	400	–	–	0.01%	206
2020 Q3	$50K	Buy	+400	New	+$50.9K	0.01%	220

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

GIM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vigilant Capital Management's IT Position: Q2 2023 in Review

Vigilant Capital Management held its Gartner (IT) position steady in Q2 2023 at 570 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #148.

Vigilant Capital Management first reported a position in IT in Q3 2020 and has held it in 12 quarters since. The position peaked at $609K in Q4 2021. 778 funds tracked by Wall St. Rank hold IT as of Q2 2023.

Vigilant Capital Management held 570 shares of Gartner worth $200K as of Q2 2023.
Vigilant Capital Management left its Gartner share count unchanged in Q2 2023.
Gartner made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #148 holding.
Vigilant Capital Management first reported a position in Gartner in Q3 2020 and has held it in 12 quarters since.
Vigilant Capital Management's Gartner position peaked at $609K in Q4 2021.
778 funds tracked by Wall St. Rank held Gartner as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.