Summit Trail Advisors’s Gartner IT Stock Holding History

Summit Trail Advisors’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Buy
2024 Q4	–	Sell
2024 Q3	$480K	Buy
2024 Q2	$394K	Sell
2024 Q1	$424K	Buy
2023 Q4	$274K	Sell
2023 Q3	$222K	Buy
2023 Q2	$221K	Buy
2018 Q2	–	Sell
2018 Q1	$453K	Buy
2017 Q4	$538K	Buy