GIA
FLEX icon

Gateway Investment Advisers’s Flex FLEX Stock Holding History

Gateway Investment Advisers’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$942K Sell
14,395
-36,920
-72% -$2.36M 0.01% 348
2025
Q4 		$3.1M Buy
51,315
+4,660
+10% +$288K 0.03% 241
2025
Q3 		$2.7M Sell
46,655
-96
-0.2% -$5.1K 0.03% 245
2025
Q2 		$2.33M Sell
46,751
-67,451
-59% -$2.63M 0.03% 242
2025
Q1 		$3.78M Sell
114,202
-17,658
-13% -$692K 0.04% 218
2024
Q4 		$5.06M Buy
131,860
+20,461
+18% +$757K 0.06% 190
2024
Q3 		$3.72M Buy
111,399
+67,468
+154% +$2.07M 0.04% 215
2024
Q2 		$1.3M Sell
43,931
-19
-0% -$569 0.01% 290
2024
Q1 		$1.26M Sell
43,950
-14,872
-25% -$390K 0.01% 307
2023
Q4 		$1.35M Hold
58,822
– – 0.02% 298
2023
Q3 		$1.2M Buy
58,822
+46,396
+373% +$940K 0.02% 294
2023
Q2 		$259K Sell
12,426
-8,664
-41% -$154K ﹤0.01% 455
2023
Q1 		$366K Buy
21,090
+8,705
+70% +$151K ﹤0.01% 419
2022
Q4 		$200K Buy
+12,385
New +$186K ﹤0.01% 531
2016
Q3 		– Sell
-14,302
Closed -$127K – 644
2016
Q2 		$127K Buy
14,302
+1,032
+8% +$9.61K ﹤0.01% 649
2016
Q1 		$121K Buy
+13,270
New +$107K ﹤0.01% 638

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return