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Woodward Diversified Capital’s Gartner IT Stock Holding History

Woodward Diversified Capital’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
2022
Q1 		– Sell
-712
Closed -$238K – 174
2021
Q4 		$238K Buy
712
+32
+5% +$10.3K 0.14% 170
2021
Q3 		$207K Sell
680
-168
-20% -$48.7K 0.13% 171
2021
Q2 		$205K Buy
+848
New +$186K 0.12% 187

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodward Diversified Capital's IT Position: Q1 2022 in Review

Woodward Diversified Capital sold out of Gartner (IT) in Q1 2022, closing a stake of 712 shares — an estimated $238K sold.

Woodward Diversified Capital first reported a position in IT in Q2 2021 and held it in 3 quarters. The position peaked at $238K in Q4 2021. 707 funds tracked by Wall St. Rank hold IT as of Q1 2022.

  • Woodward Diversified Capital reported no remaining Gartner position as of Q1 2022 after selling out during the quarter.
  • Woodward Diversified Capital sold 712 Gartner shares in Q1 2022, an estimated $238K.
  • Woodward Diversified Capital first reported a position in Gartner in Q2 2021 and held it in 3 quarters.
  • Woodward Diversified Capital's Gartner position peaked at $238K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Gartner as of Q1 2022.

Based on Woodward Diversified Capital's 13F filing for Q1 2022, filed 14 Apr 2022.