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Wallace Capital Management’s Gartner IT Stock Holding History

Wallace 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
2024
Q4 		– Sell
-1,000
Closed -$507K – 85
2024
Q3 		$507K Hold
1,000
– – 0.07% 53
2024
Q2 		$449K Hold
1,000
– – 0.07% 53
2024
Q1 		$477K Hold
1,000
– – 0.07% 56
2023
Q4 		$451K Hold
1,000
– – 0.07% 58
2023
Q3 		$344K Hold
1,000
– – 0.05% 63
2023
Q2 		$350K Buy
+1,000
New +$326K 0.05% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wallace Capital Management's IT Position: Q4 2024 in Review

Wallace Capital Management sold out of Gartner (IT) in Q4 2024, closing a stake of 1,000 shares — an estimated $507K sold.

Wallace Capital Management first reported a position in IT in Q2 2023 and held it in 6 quarters. The position peaked at $507K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Wallace Capital Management reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Wallace Capital Management sold 1,000 Gartner shares in Q4 2024, an estimated $507K.
  • Wallace Capital Management first reported a position in Gartner in Q2 2023 and held it in 6 quarters.
  • Wallace Capital Management's Gartner position peaked at $507K in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Wallace Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.