Number of Shares
22,498.00
Current Holdings Value*
$9.09 Mil
% of Portfolio
4.3%
Total Estimate Gain
$-1.11 Mil
% of Total Estimate Gain
-11.20%

Crown Oak Advisors, LLC's Gartner Inc Holding Summary

As of 2025-06-30, Crown Oak Advisors, LLC held 22,498.00 shares of Gartner Inc(IT), totaling $9.09 Mil. This investment constitutes 4.3% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0.03% of the outstanding Gartner Inc(IT) stock.

The initial trade took place in 2023Q4. And since then Crown Oak Advisors, LLC has made 4 purchases of IT, at an average price of $411.97, for a total of 24,040.00 shares. In addition, there have been 2 sales at an average price of $480.18 for 1,542.00 shares. Based on historical transaction data and IT's current price of $357.98, Crown Oak Advisors, LLC's estimated gain on his IT holdings is $-1.11 Mil, reflecting a -11.20% gain to date.

Crown Oak Advisors, LLC IT ($357.98) Holding Chart

Crown Oak Advisors, LLC 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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