Whitney & Co’s Gartner IT Stock Holding History

Whitney & Co’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
2025 Q1	–	Sell	-442	Closed	-$214K	–	135
2024 Q4	$214K	Hold	442	–	–	0.02%	123
2024 Q3	$224K	Buy	+442	New	+$212K	0.02%	120
2024 Q2	–	Sell	-442	Closed	-$211K	–	128
2024 Q1	$211K	Buy	+442	New	+$203K	0.03%	125
2018 Q4	–	Sell	-442	Closed	-$65K	–	271
2018 Q3	$65K	Buy	+442	New	+$64.1K	0.02%	162

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GIM

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

Whitney & Co's IT Position: Q1 2025 in Review

Whitney & Co sold out of Gartner (IT) in Q1 2025, closing a stake of 442 shares — an estimated $214K sold.

Whitney & Co first reported a position in IT in Q3 2018 and held it in 4 quarters. The position peaked at $224K in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Whitney & Co reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
Whitney & Co sold 442 Gartner shares in Q1 2025, an estimated $214K.
Whitney & Co first reported a position in Gartner in Q3 2018 and held it in 4 quarters.
Whitney & Co's Gartner position peaked at $224K in Q3 2024.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Whitney & Co's 13F filing for Q1 2025, filed 6 May 2025.