ZIM
IT icon

Zacks Investment Management’s Gartner IT Stock Holding History

Zacks Investment Management’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
2024
Q1 		– Sell
-7,686
Closed -$3.47M – 676
2023
Q4 		$3.47M Sell
7,686
-428
-5% -$171K 0.04% 224
2023
Q3 		$2.79M Sell
8,114
-19,966
-71% -$6.96M 0.04% 234
2023
Q2 		$9.84M Buy
28,080
+407
+1% +$133K 0.12% 142
2023
Q1 		$9.02M Buy
27,673
+1,532
+6% +$506K 0.12% 143
2022
Q4 		$8.79M Buy
26,141
+4,245
+19% +$1.37M 0.12% 144
2022
Q3 		$6.06M Buy
+21,896
New +$6.14M 0.1% 159
2022
Q1 		– Sell
-14,142
Closed -$4.73M – 623
2021
Q4 		$4.73M Sell
14,142
-11,633
-45% -$3.74M 0.07% 194
2021
Q3 		$7.83M Buy
25,775
+12,624
+96% +$3.66M 0.12% 156
2021
Q2 		$3.19M Buy
+13,151
New +$2.88M 0.05% 232
2016
Q4 		– Sell
-8,900
Closed -$787K – 680
2016
Q3 		$787K Buy
8,900
+211
+2% +$19.8K 0.02% 380
2016
Q2 		$846K Buy
+8,689
New +$826K 0.03% 361
2015
Q4 		– Sell
-13,294
Closed -$1.12M – 606
2015
Q3 		$1.12M Buy
+13,294
New +$1.16M 0.04% 275
2015
Q1 		– Sell
-7,810
Closed -$658K – 666
2014
Q4 		$658K Buy
7,810
+315
+4% +$25.6K 0.02% 347
2014
Q3 		$551K Buy
+7,495
New +$545K 0.02% 380

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's IT Position: Q1 2024 in Review

Zacks Investment Management sold out of Gartner (IT) in Q1 2024, closing a stake of 7,686 shares — an estimated $3.47M sold.

Zacks Investment Management first reported a position in IT in Q3 2014 and held it in 14 quarters. The position peaked at $9.84M in Q2 2023. 880 funds tracked by Wall St. Rank hold IT as of Q1 2024.

  • Zacks Investment Management reported no remaining Gartner position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 7,686 Gartner shares in Q1 2024, an estimated $3.47M.
  • Zacks Investment Management first reported a position in Gartner in Q3 2014 and held it in 14 quarters.
  • Zacks Investment Management's Gartner position peaked at $9.84M in Q2 2023.
  • 880 funds tracked by Wall St. Rank held Gartner as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.