Winton Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,914
| Closed | -$1.28M | – | 938 |
|
2023
Q1 | $1.28M | Buy |
3,914
+699
| +22% | +$228K | 0.08% | 353 |
|
2022
Q4 | $1.08M | Buy |
3,215
+1,683
| +110% | +$566K | 0.07% | 377 |
|
2022
Q3 | $424K | Buy |
+1,532
| New | +$424K | 0.03% | 688 |
|
2022
Q1 | – | Sell |
-1,058
| Closed | -$354K | – | 1060 |
|
2021
Q4 | $354K | Sell |
1,058
-1,187
| -53% | -$397K | 0.02% | 779 |
|
2021
Q3 | $682K | Buy |
2,245
+1,079
| +93% | +$328K | 0.04% | 699 |
|
2021
Q2 | $282K | Buy |
+1,166
| New | +$282K | 0.02% | 1209 |
|
2018
Q3 | – | Sell |
-3,205
| Closed | -$426K | – | 1063 |
|
2018
Q2 | $426K | Buy |
3,205
+60
| +2% | +$7.98K | 0.01% | 688 |
|
2018
Q1 | $370K | Sell |
3,145
-174
| -5% | -$20.5K | 0.01% | 898 |
|
2017
Q4 | $409K | Sell |
3,319
-550
| -14% | -$67.8K | 0.01% | 541 |
|
2017
Q3 | $481K | Sell |
3,869
-10,500
| -73% | -$1.31M | 0.02% | 558 |
|
2017
Q2 | $1.78M | Buy |
+14,369
| New | +$1.78M | 0.05% | 280 |
|
2015
Q1 | – | Sell |
-10,882
| Closed | -$916K | – | 462 |
|
2014
Q4 | $916K | Sell |
10,882
-11,378
| -51% | -$958K | 0.01% | 465 |
|
2014
Q3 | $1.64M | Buy |
22,260
+1,250
| +6% | +$91.8K | 0.01% | 478 |
|
2014
Q2 | $1.48M | Buy |
+21,010
| New | +$1.48M | 0.01% | 486 |
|