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Lee Financial’s Gates Industrial Corp GTES Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-1,010
Closed -$13.6K – 439
2023
Q4 		$13.6K Buy
1,010
+210
+26% +$2.48K ﹤0.01% 379
2023
Q3 		$9.29K Buy
800
+140
+21% +$1.74K ﹤0.01% 419
2023
Q2 		$8.9K Hold
660
– – ﹤0.01% 424
2023
Q1 		$9.17K Sell
660
-384
-37% -$5.12K ﹤0.01% 437
2022
Q4 		$11.9K Sell
1,044
-325
-24% -$3.58K ﹤0.01% 430
2022
Q3 		$13K Hold
1,369
– – ﹤0.01% 395
2022
Q2 		$15K Buy
1,369
+14
+1% +$175 ﹤0.01% 378
2022
Q1 		$20K Hold
1,355
– – ﹤0.01% 340
2021
Q4 		$22K Hold
1,355
– – ﹤0.01% 357
2021
Q3 		$22K Buy
1,355
+275
+25% +$4.71K ﹤0.01% 321
2021
Q2 		$20K Hold
1,080
– – ﹤0.01% 324
2021
Q1 		$17K Buy
+1,080
New +$16.7K ﹤0.01% 321

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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 $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lee Financial's GTES Position: Q1 2024 in Review

Lee Financial sold out of Gates Industrial Corp (GTES) in Q1 2024, closing a stake of 1,010 shares — an estimated $13.6K sold.

Lee Financial first reported a position in GTES in Q1 2021 and held it in 12 quarters. The position peaked at $22K in Q4 2021. 286 funds tracked by Wall St. Rank hold GTES as of Q1 2024.

  • Lee Financial reported no remaining Gates Industrial Corp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,010 Gates Industrial Corp shares in Q1 2024, an estimated $13.6K.
  • Lee Financial first reported a position in Gates Industrial Corp in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Gates Industrial Corp position peaked at $22K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.