Ownership history in Summit Financial, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in GARTNER INC (IT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,058 | +337 | +46.7% | 0.00% | $278K | $262.87 |
| 2025 Q2 | REDUCED | 721 | -1,635 | -69.4% | 0.01% | $291K | $404.22 |
| 2025 Q1 | ADDED | 2,356 | +1,751 | +289.4% | 0.03% | $989K | $419.74 |
| 2024 Q4 | ADDED | 605 | +3 | +0.5% | 0.01% | $293K | $484.47 |
| 2024 Q3 | REDUCED | 602 | -6 | -1.0% | 0.01% | $305K | $506.76 |
| 2024 Q2 | REDUCED | 608 | -120 | -16.5% | 0.01% | $273K | $449.06 |
| 2022 Q3 | REDUCED | 728 | -21 | -2.8% | 0.02% | $201K | $276.69 |
| 2022 Q1 | INITIATED | 749 | — | — | 0.02% | $223K | $297.46 |
As of 2025 Q4 — sorted by position size