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Wright Investors Service’s Gartner IT Stock Holding History

Wright Investors Service’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
2023
Q1 		– Sell
-3,056
Closed -$1.03M – 152
2022
Q4 		$1.03M Sell
3,056
-4,443
-59% -$1.43M 0.29% 94
2022
Q3 		$2.08M Buy
7,499
+1,099
+17% +$308K 0.65% 56
2022
Q2 		$1.55M Buy
6,400
+5,617
+717% +$1.49M 0.44% 74
2022
Q1 		$233K Buy
+783
New +$227K 0.06% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wright Investors Service's IT Position: Q1 2023 in Review

Wright Investors Service sold out of Gartner (IT) in Q1 2023, closing a stake of 3,056 shares — an estimated $1.03M sold.

Wright Investors Service first reported a position in IT in Q1 2022 and held it in 4 quarters. The position peaked at $2.08M in Q3 2022. 763 funds tracked by Wall St. Rank hold IT as of Q1 2023.

  • Wright Investors Service reported no remaining Gartner position as of Q1 2023 after selling out during the quarter.
  • Wright Investors Service sold 3,056 Gartner shares in Q1 2023, an estimated $1.03M.
  • Wright Investors Service first reported a position in Gartner in Q1 2022 and held it in 4 quarters.
  • Wright Investors Service's Gartner position peaked at $2.08M in Q3 2022.
  • 763 funds tracked by Wall St. Rank held Gartner as of Q1 2023.

Based on Wright Investors Service's 13F filing for Q1 2023, filed 26 Apr 2023.