Cheviot Value Management’s Gartner IT Stock Holding History

Cheviot Value Management’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$2.99K	–	447
2025 Q1	$2.99K	Buy	+7	New	+$3.45K	﹤0.01%	351

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Cheviot Value Management's IT Position: Q2 2025 in Review

Cheviot Value Management sold out of Gartner (IT) in Q2 2025, closing a stake of 7 shares — an estimated $2.99K sold.

Cheviot Value Management first reported a position in IT in Q1 2025 and held it in 1 quarter. The position peaked at $2.99K in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Cheviot Value Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Cheviot Value Management sold 7 Gartner shares in Q2 2025, an estimated $2.99K.
Cheviot Value Management first reported a position in Gartner in Q1 2025 and held it in 1 quarter.
Cheviot Value Management's Gartner position peaked at $2.99K in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Cheviot Value Management's 13F filing for Q2 2025, filed 13 Aug 2025.