EVR Research’s Gates Industrial GTES Stock Holding History

EVR Research’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	$3.62M	Sell	160,000 -10,000	-6%	-$243K	2.06%	22
2025 Q4	$3.65M	Buy	170,000 +120,000	+240%	+$2.77M	1.97%	19
2025 Q3	$1.24M	Sell	50,000 -525,000	-91%	-$13M	0.74%	23
2025 Q2	$13.2M	Buy	575,000 +205,000	+55%	+$4.13M	6.93%	8
2025 Q1	$6.81M	Sell	370,000 -110,000	-23%	-$2.27M	3.08%	15
2024 Q4	$9.87M	Sell	480,000 -440,000	-48%	-$8.88M	3.34%	14
2024 Q3	$16.1M	Buy	920,000 +620,000	+207%	+$10.6M	4.09%	8
2024 Q2	$4.74M	Sell	300,000 -530,000	-64%	-$8.99M	1.42%	24
2024 Q1	$14.7M	Buy	+830,000	New	+$12M	3.29%	13

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