Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$706,008.37
% of Total Estimate Gain
21.76%

Aspiriant Risk-Managed Equity Allocation Fund's Gartner Inc Holding Summary

As of 2025-03-31, Aspiriant Trust held - shares of Gartner Inc(IT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aspiriant Trust now holds 0% of the outstanding Gartner Inc(IT) stock.

The initial trade took place in 2021Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 3 purchases of IT, at an average price of $355.92, for a total of 9,115.00 shares. In addition, there have been 8 sales at an average price of $433.37 for 9,115.00 shares. Based on historical transaction data and IT's current price of $355.40, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his IT holdings is $706,008.37, reflecting a 21.76% gain to date.

Aspiriant Risk-Managed Equity Allocation Fund IT ($355.40) Holding Chart

Aspiriant Risk-Managed Equity Allocation Fund IT ($355.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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