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Disciplined Investments’s Gates Industrial GTES Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-49
Closed -$661 – 696
2023
Q2 		$661 Buy
49
+1
+2% +$13 ﹤0.01% 1128
2023
Q1 		$667 Buy
48
+8
+20% +$107 ﹤0.01% 1138
2022
Q4 		$456 Buy
40
+4
+11% +$44 ﹤0.01% 1216
2022
Q3 		$0 Sell
36
-3
-8% -$34 ﹤0.01% 1366
2022
Q2 		$0 Buy
39
+6
+18% +$75 ﹤0.01% 1399
2022
Q1 		$0 Buy
+33
New +$516 ﹤0.01% 1444

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Disciplined Investments's GTES Position: Q3 2023 in Review

Disciplined Investments sold out of Gates Industrial (GTES) in Q3 2023, closing a stake of 49 shares — an estimated $661 sold.

Disciplined Investments first reported a position in GTES in Q1 2022 and held it in 6 quarters. The position peaked at $667 in Q1 2023. 238 funds tracked by Wall St. Rank hold GTES as of Q3 2023.

  • Disciplined Investments reported no remaining Gates Industrial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 49 Gates Industrial shares in Q3 2023, an estimated $661.
  • Disciplined Investments first reported a position in Gates Industrial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Gates Industrial position peaked at $667 in Q1 2023.
  • 238 funds tracked by Wall St. Rank held Gates Industrial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.