Zeke Capital Advisors’s Gartner IT Stock Holding History

Zeke Capital 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
2022 Q4	$642K	Sell	1,910 -3,214	-63%	-$1.04M	0.04%	201
2022 Q3	$1.42M	Sell	5,124 -246	-5%	-$69K	0.1%	97
2022 Q2	$1.3M	Sell	5,370 -4,108	-43%	-$1.09M	0.09%	108
2022 Q1	$2.82M	Buy	9,478 +8,495	+864%	+$2.46M	0.14%	69
2021 Q4	$329K	Sell	983 -158	-14%	-$50.8K	0.02%	217
2021 Q3	$347K	Sell	1,141 -306	-21%	-$88.7K	0.02%	194
2021 Q2	$350K	Buy	+1,447	New	+$317K	0.02%	187
2020 Q1	–	Sell	-1,324	Closed	-$204K	–	374
2019 Q4	$204K	Buy	+1,324	New	+$202K	0.02%	525
2019 Q3	–	Sell	-1,712	Closed	-$276K	–	576
2019 Q2	$276K	Sell	1,712 -3,180	-65%	-$497K	0.03%	486
2019 Q1	$742K	Sell	4,892 -6,911	-59%	-$959K	0.07%	257
2018 Q4	$1.51M	Sell	11,803 -108	-0.9%	-$15.6K	0.14%	123
2018 Q3	$1.89M	Buy	11,911 +8,866	+291%	+$1.29M	0.15%	105
2018 Q2	$405K	Hold	3,045	–	–	0.04%	343
2018 Q1	$358K	Hold	3,045	–	–	0.03%	407
2017 Q4	$375K	Buy	+3,045	New	+$370K	0.04%	347

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Zeke Capital Advisors's IT Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Gartner (IT) stake by 63% in Q4 2022, selling an estimated $1.04M and leaving 1,910 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #201.

Zeke Capital Advisors first reported a position in IT in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.82M in Q1 2022. 767 funds tracked by Wall St. Rank hold IT as of Q4 2022.

Zeke Capital Advisors held 1,910 shares of Gartner worth $642K as of Q4 2022.
Zeke Capital Advisors sold 3,214 Gartner shares in Q4 2022, an estimated $1.04M.
Gartner made up 0.04% of Zeke Capital Advisors's portfolio in Q4 2022, its #201 holding.
Zeke Capital Advisors first reported a position in Gartner in Q4 2017 and has held it in 15 quarters since.
Zeke Capital Advisors's Gartner position peaked at $2.82M in Q1 2022.
767 funds tracked by Wall St. Rank held Gartner as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.