Advisory Research’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-51,984
| Closed | -$1.12M | – | 143 |
|
|
2025
Q4 | $1.12M | Sell |
51,984
-4,217
| -8% | -$97.3K | 0.14% | 105 |
|
|
2025
Q3 | $1.39M | Sell |
56,201
-2,486
| -4% | -$61.7K | 0.18% | 96 |
|
|
2025
Q2 | $1.35M | Sell |
58,687
-3,250
| -5% | -$65.5K | 0.21% | 94 |
|
|
2025
Q1 | $1.14M | Sell |
61,937
-3,111
| -5% | -$64.1K | 0.2% | 101 |
|
|
2024
Q4 | $1.34M | Sell |
65,048
-8,088
| -11% | -$163K | 0.22% | 93 |
|
|
2024
Q3 | $1.28M | Sell |
73,136
-140,784
| -66% | -$2.4M | 0.23% | 98 |
|
|
2024
Q2 | $3.38M | Sell |
213,920
-33,243
| -13% | -$564K | 0.64% | 42 |
|
|
2024
Q1 | $4.38M | Buy |
247,163
+6,265
| +3% | +$90.6K | 0.87% | 34 |
|
|
2023
Q4 | $3.23M | Sell |
240,898
-36,430
| -13% | -$431K | 0.5% | 48 |
|
|
2023
Q3 | $3.22M | Sell |
277,328
-81,519
| -23% | -$1.01M | 0.45% | 53 |
|
|
2023
Q2 | $4.84M | Buy |
358,847
+65,688
| +22% | +$852K | 0.62% | 35 |
|
|
2023
Q1 | $4.07M | Buy |
293,159
+28,077
| +11% | +$374K | 0.67% | 36 |
|
|
2022
Q4 | $3.02M | Sell |
265,082
-8,088
| -3% | -$89.2K | 0.28% | 58 |
|
|
2022
Q3 | $2.67M | Sell |
273,170
-2,389
| -0.9% | -$27K | 0.26% | 72 |
|
|
2022
Q2 | $2.98M | Sell |
275,559
-211,475
| -43% | -$2.65M | 0.29% | 68 |
|
|
2022
Q1 | $7.33M | Buy |
487,034
+23,973
| +5% | +$375K | 0.59% | 35 |
|
|
2021
Q4 | $7.37M | Sell |
463,061
-575,091
| -55% | -$9.43M | 0.58% | 36 |
|
|
2021
Q3 | $16.9M | Buy |
1,038,152
+1,018,375
| +5,149% | +$17.4M | 1.08% | 17 |
|
|
2021
Q2 | $357K | Sell |
19,777
-1,597
| -7% | -$27.9K | 0.02% | 296 |
|
|
2021
Q1 | $342K | Buy |
+21,374
| New | +$331K | 0.02% | 299 |
|
Other funds holding GTES
VPM
VCM
