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McClarren Financial Advisors’s Gates Industrial GTES Stock Holding History

McClarren Financial 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
Q2 		– Sell
-19
Closed – – 392
2023
Q1 		$0 Hold
19
– – ﹤0.01% 387
2022
Q4 		$0 Buy
+19
New +$209 ﹤0.01% 395

Other funds holding GTES

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Vanguard Group
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

McClarren Financial Advisors's GTES Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Gates Industrial (GTES) in Q2 2023, closing a stake of 19 shares.

McClarren Financial Advisors first reported a position in GTES in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 216 funds tracked by Wall St. Rank hold GTES as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Gates Industrial position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 19 Gates Industrial shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Gates Industrial in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Gates Industrial position peaked at $0 in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Gates Industrial as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.