Aspiriant Risk-Managed Equity Allocation Fund IT Holdings History
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 $357.98, 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 ($357.98) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund IT ($357.98) 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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