Avalon Trust’s Gates Industrial Corp GTES Stock Holding History

Avalon Trust’s Portfolio GTES Stock Details GTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-229	Closed	-$4.71K	–	463
2024 Q4	$4.71K	Buy	+229	New	+$4.62K	﹤0.01%	361

Other funds holding GTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Avalon Trust's GTES Position: Q1 2025 in Review

Avalon Trust sold out of Gates Industrial Corp (GTES) in Q1 2025, closing a stake of 229 shares — an estimated $4.71K sold.

Avalon Trust first reported a position in GTES in Q4 2024 and held it in 1 quarter. The position peaked at $4.71K in Q4 2024. 337 funds tracked by Wall St. Rank hold GTES as of Q1 2025.

Avalon Trust reported no remaining Gates Industrial Corp position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 229 Gates Industrial Corp shares in Q1 2025, an estimated $4.71K.
Avalon Trust first reported a position in Gates Industrial Corp in Q4 2024 and held it in 1 quarter.
Avalon Trust's Gates Industrial Corp position peaked at $4.71K in Q4 2024.
337 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.