Ethic Inc’s Gates Industrial GTES Stock Holding History

Ethic Inc’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
2026 Q1	$561K	Sell	24,798 -23,225	-48%	-$565K	0.01%	834
2025 Q4	$1.03M	Sell	48,023 -9,492	-17%	-$219K	0.02%	633
2025 Q3	$1.43M	Buy	57,515 +4,744	+9%	+$118K	0.02%	532
2025 Q2	$1.22M	Sell	52,771 -2,108	-4%	-$42.5K	0.02%	558
2025 Q1	$1.02M	Buy	54,879 +25,830	+89%	+$533K	0.02%	595
2024 Q4	$598K	Buy	29,049 +3,816	+15%	+$77K	0.01%	740
2024 Q3	$447K	Sell	25,233 -6,132	-20%	-$104K	0.01%	783
2024 Q2	$496K	Buy	31,365 +6,132	+24%	+$104K	0.01%	768
2024 Q1	$447K	Sell	25,233 -3,735	-13%	-$54K	0.01%	782
2023 Q4	$389K	Sell	28,968 -9,175	-24%	-$109K	0.01%	815
2023 Q3	$443K	Buy	38,143 +1,972	+5%	+$24.5K	0.02%	716
2023 Q2	$488K	Sell	36,171 -13,707	-27%	-$178K	0.02%	658
2023 Q1	$693K	Buy	49,878 +27,902	+127%	+$372K	0.03%	557
2022 Q4	$251K	Buy	21,976 +11,066	+101%	+$122K	0.01%	768
2022 Q3	$106K	Buy	+10,910	New	+$124K	0.01%	766
2022 Q2	–	Sell	-11,303	Closed	-$170K	–	767
2022 Q1	$170K	Buy	+11,303	New	+$177K	0.01%	714

Other funds holding GTES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return