Mid Cap Fund IT Holdings History

Number of Shares
18,242.00
Current Holdings Value*
$7.66 Mil
% of Portfolio
5.98%
Total Estimate Gain
$9.38 Mil
% of Total Estimate Gain
107.94%

Mid Cap Fund's Gartner Inc Holding Summary

As of 2025-03-31, ULTRA SERIES FUND held 18,242.00 shares of Gartner Inc(IT), totaling $7.66 Mil. This investment constitutes 5.98% of their stock portfolio, and ULTRA SERIES FUND now holds 0.02% of the outstanding Gartner Inc(IT) stock.

The initial trade took place in 2019Q3. And since then Mid Cap Fund has made 2 purchases of IT, at an average price of $150.05, for a total of 57,935.00 shares. In addition, there have been 17 sales at an average price of $289.31 for 39,693.00 shares. Based on historical transaction data and IT's current price of $361.41, Mid Cap Fund's estimated gain on his IT holdings is $9.38 Mil, reflecting a 107.94% gain to date.

Mid Cap Fund IT ($361.41) Holding Chart

Mid Cap Fund IT ($361.41) 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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