YHB Investment Advisors’s Gartner IT Stock Holding History

YHB Investment Advisors’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 Q3	–	Sell	-579	Closed	-$203K	–	277
2023 Q2	$203K	Buy	+579	New	+$189K	0.02%	277

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

YHB Investment Advisors's IT Position: Q3 2023 in Review

YHB Investment Advisors sold out of Gartner (IT) in Q3 2023, closing a stake of 579 shares — an estimated $203K sold.

YHB Investment Advisors first reported a position in IT in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 790 funds tracked by Wall St. Rank hold IT as of Q3 2023.

YHB Investment Advisors reported no remaining Gartner position as of Q3 2023 after selling out during the quarter.
YHB Investment Advisors sold 579 Gartner shares in Q3 2023, an estimated $203K.
YHB Investment Advisors first reported a position in Gartner in Q2 2023 and held it in 1 quarter.
YHB Investment Advisors's Gartner position peaked at $203K in Q2 2023.
790 funds tracked by Wall St. Rank held Gartner as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.