JP Morgan Private Wealth Advisors’s Gates Industrial Corporation Ltd. GTES Stock Holding History

JP Morgan Private Wealth Advisors’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	$334K	Buy	28,802 +3,333	+13%	+$41.5K	﹤0.01%	1421
2023 Q2	$343K	Sell	25,469 -1,265	-5%	-$16.4K	﹤0.01%	1184
2023 Q1	$371K	Sell	26,734 -11,905	-31%	-$159K	﹤0.01%	1595
2022 Q4	$441K	Sell	38,639 -6,072	-14%	-$66.9K	﹤0.01%	1519
2022 Q3	$436K	Buy	44,711 +5,367	+14%	+$60.8K	﹤0.01%	1520
2022 Q2	$425K	Buy	39,344 +723	+2%	+$9.04K	﹤0.01%	1519
2022 Q1	$582K	Buy	38,621 +26,544	+220%	+$415K	﹤0.01%	1473
2021 Q4	$192K	Sell	12,077 -27,759	-70%	-$455K	﹤0.01%	1917
2021 Q3	$648K	Buy	39,836 +8,047	+25%	+$138K	﹤0.01%	1401
2021 Q2	$574K	Buy	31,789 +17,757	+127%	+$310K	﹤0.01%	1428
2021 Q1	$224K	Buy	+14,032	New	+$217K	﹤0.01%	1640

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 $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GTES Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Gates Industrial Corporation Ltd. (GTES) stake by 13% in Q3 2023, buying an estimated $41.5K and bringing the position to 28,802 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

JP Morgan Private Wealth Advisors first reported a position in GTES in Q1 2021 and has held it in 11 quarters since. The position peaked at $648K in Q3 2021. 238 funds tracked by Wall St. Rank hold GTES as of Q3 2023.

JP Morgan Private Wealth Advisors held 28,802 shares of Gates Industrial Corporation Ltd. worth $334K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 3,333 Gates Industrial Corporation Ltd. shares in Q3 2023, an estimated $41.5K.
Gates Industrial Corporation Ltd. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1421 holding.
JP Morgan Private Wealth Advisors first reported a position in Gates Industrial Corporation Ltd. in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Gates Industrial Corporation Ltd. position peaked at $648K in Q3 2021.
238 funds tracked by Wall St. Rank held Gates Industrial Corporation Ltd. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.