LF
GTES icon

Lee Financial’s Gates Industrial 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 $25.6B AUM 26.83% 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 $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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return