Cary Street Partners Investment Advisory’s Gates Industrial Corporation Ltd. GTES Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-299	Closed	-$3.47K	–	1106
2023 Q3	$3.47K	Buy	299 +50	+20%	+$622	﹤0.01%	1577
2023 Q2	$3.36K	Hold	249	–	–	﹤0.01%	1504
2023 Q1	$3.46K	Sell	249 -135	-35%	-$1.8K	﹤0.01%	1402
2022 Q4	$4.38K	Buy	+384	New	+$4.23K	﹤0.01%	1359

Other funds holding GTES

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's GTES Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Gates Industrial Corporation Ltd. (GTES) in Q4 2023, closing a stake of 299 shares — an estimated $3.47K sold.

Cary Street Partners Investment Advisory first reported a position in GTES in Q4 2022 and held it in 4 quarters. The position peaked at $4.38K in Q4 2022. 261 funds tracked by Wall St. Rank hold GTES as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Gates Industrial Corporation Ltd. position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 299 Gates Industrial Corporation Ltd. shares in Q4 2023, an estimated $3.47K.
Cary Street Partners Investment Advisory first reported a position in Gates Industrial Corporation Ltd. in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Gates Industrial Corporation Ltd. position peaked at $4.38K in Q4 2022.
261 funds tracked by Wall St. Rank held Gates Industrial Corporation Ltd. as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.