David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Gartner, Inc. (IT)
← All IT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.02 $474.87–559.00 · VW $510.67i SEC
2024   Q3 400 0.02 Buy 0.02 $438.52–521.64 · VW $488.77i $202,704 SEC
2001   Q4 0 0.00 Sell 100.00% 0.10 $8.20–11.70 · VW $10.05i SEC
2001   Q3 54,000 0.10 Reduce 85.43% 0.63 $8.40–11.17 · VW $9.89i $489,000 SEC
2001   Q2 370,575 0.74 Reduce 0.39% <0.01 $5.80–11.00 · VW $8.62i $4,076,000 SEC
2001   Q1 372,025 0.48 Add 0.38% <0.01 $6.01–9.16 · VW $7.60i $2,507,000 SEC
2000   Q4 370,625 0.50 Buy 0.50 $5.66–12.38 · VW $8.56i $2,557,000 SEC
Price snapshot:
Current price$141.31
52-week low$124.25
52-week high$386.06