Wellington Management Group’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334M | Sell |
826,218
-117,854
| -12% | -$47.6M | 0.06% | 253 |
|
|
2025
Q1 | $396M | Sell |
944,072
-717,933
| -43% | -$301M | 0.08% | 217 |
|
|
2024
Q4 | $805M | Buy |
1,662,005
+187,854
| +13% | +$91M | 0.15% | 142 |
|
|
2024
Q3 | $747M | Sell |
1,474,151
-24,099
| -2% | -$12.2M | 0.13% | 153 |
|
|
2024
Q2 | $673M | Sell |
1,498,250
-199,943
| -12% | -$89.8M | 0.12% | 175 |
|
|
2024
Q1 | $809M | Sell |
1,698,193
-154,627
| -8% | -$73.7M | 0.14% | 159 |
|
|
2023
Q4 | $836M | Buy |
1,852,820
+198,274
| +12% | +$89.4M | 0.16% | 149 |
|
|
2023
Q3 | $569M | Sell |
1,654,546
-164,274
| -9% | -$56.4M | 0.11% | 181 |
|
|
2023
Q2 | $637M | Buy |
1,818,820
+207,962
| +13% | +$72.9M | 0.12% | 169 |
|
|
2023
Q1 | $525M | Sell |
1,610,858
-138,044
| -8% | -$45M | 0.1% | 189 |
|
|
2022
Q4 | $588M | Sell |
1,748,902
-120,293
| -6% | -$40.4M | 0.12% | 178 |
|
|
2022
Q3 | $517M | Buy |
1,869,195
+2,222
| +0.1% | +$615K | 0.11% | 192 |
|
|
2022
Q2 | $451M | Sell |
1,866,973
-162,765
| -8% | -$39.4M | 0.09% | 207 |
|
|
2022
Q1 | $604M | Buy |
2,029,738
+342,228
| +20% | +$102M | 0.1% | 197 |
|
|
2021
Q4 | $564M | Buy |
1,687,510
+52,268
| +3% | +$17.5M | 0.09% | 212 |
|
|
2021
Q3 | $497M | Buy |
1,635,242
+1,622,789
| +13,031% | +$493M | 0.08% | 226 |
|
|
2021
Q2 | $3.02M | Buy |
12,453
+1,747
| +16% | +$423K | ﹤0.01% | 1604 |
|
|
2021
Q1 | $1.95M | Sell |
10,706
-841
| -7% | -$153K | ﹤0.01% | 1630 |
|
|
2020
Q4 | $1.85M | Buy |
11,547
+9,943
| +620% | +$1.59M | ﹤0.01% | 1505 |
|
|
2020
Q3 | $200K | Sell |
1,604
-1,968
| -55% | -$245K | ﹤0.01% | 1851 |
|
|
2020
Q2 | $433K | Sell |
3,572
-300,389
| -99% | -$36.4M | ﹤0.01% | 1686 |
|
|
2020
Q1 | $30.3M | Sell |
303,961
-220,588
| -42% | -$22M | 0.01% | 766 |
|
|
2019
Q4 | $80.8M | Sell |
524,549
-601,348
| -53% | -$92.7M | 0.02% | 619 |
|
|
2019
Q3 | $161M | Buy |
1,125,897
+45,474
| +4% | +$6.5M | 0.04% | 430 |
|
|
2019
Q2 | $174M | Sell |
1,080,423
-60,871
| -5% | -$9.8M | 0.04% | 404 |
|
|
2019
Q1 | $173M | Buy |
1,141,294
+14,497
| +1% | +$2.2M | 0.04% | 397 |
|
|
2018
Q4 | $144M | Sell |
1,126,797
-102,450
| -8% | -$13.1M | 0.04% | 409 |
|
|
2018
Q3 | $195M | Sell |
1,229,247
-68,820
| -5% | -$10.9M | 0.04% | 394 |
|
|
2018
Q2 | $173M | Sell |
1,298,067
-99,361
| -7% | -$13.2M | 0.04% | 413 |
|
|
2018
Q1 | $164M | Buy |
1,397,428
+241,096
| +21% | +$28.4M | 0.04% | 422 |
|
|
2017
Q4 | $142M | Buy |
1,156,332
+287,780
| +33% | +$35.4M | 0.03% | 444 |
|
|
2017
Q3 | $108M | Sell |
868,552
-345,813
| -28% | -$43M | 0.02% | 525 |
|
|
2017
Q2 | $150M | Sell |
1,214,365
-6,513
| -0.5% | -$804K | 0.04% | 388 |
|
|
2017
Q1 | $132M | Buy |
1,220,878
+15,973
| +1% | +$1.72M | 0.03% | 410 |
|
|
2016
Q4 | $122M | Sell |
1,204,905
-25,645
| -2% | -$2.59M | 0.03% | 431 |
|
|
2016
Q3 | $109M | Buy |
1,230,550
+336,107
| +38% | +$29.7M | 0.03% | 466 |
|
|
2016
Q2 | $87.1M | Buy |
894,443
+430,392
| +93% | +$41.9M | 0.02% | 515 |
|
|
2016
Q1 | $41.5M | Buy |
464,051
+100,702
| +28% | +$9M | 0.01% | 726 |
|
|
2015
Q4 | $33M | Buy |
363,349
+6,924
| +2% | +$628K | 0.01% | 804 |
|
|
2015
Q3 | $29.9M | Sell |
356,425
-39,988
| -10% | -$3.36M | 0.01% | 836 |
|
|
2015
Q2 | $34M | Sell |
396,413
-30,586
| -7% | -$2.62M | 0.01% | 837 |
|
|
2015
Q1 | $35.8M | Buy |
426,999
+9,049
| +2% | +$759K | 0.01% | 838 |
|
|
2014
Q4 | $35.2M | Sell |
417,950
-42,795
| -9% | -$3.6M | 0.01% | 839 |
|
|
2014
Q3 | $33.9M | Buy |
460,745
+70,050
| +18% | +$5.15M | 0.01% | 843 |
|
|
2014
Q2 | $27.6M | Sell |
390,695
-847,605
| -68% | -$59.8M | 0.01% | 925 |
|
|
2014
Q1 | $86M | Buy |
1,238,300
+318,995
| +35% | +$22.2M | 0.02% | 567 |
|
|
2013
Q4 | $65.3M | Sell |
919,305
-14,427
| -2% | -$1.03M | 0.02% | 657 |
|
|
2013
Q3 | $56M | Buy |
933,732
+89,697
| +11% | +$5.38M | 0.02% | 674 |
|
|
2013
Q2 | $48.1M | Buy |
+844,035
| New | +$48.1M | 0.02% | 702 |
|