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Milestone Investment Advisors’s Gates Industrial Corp GTES Stock Holding History

Milestone Investment 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
Q4 		– Sell
-115
Closed -$1.34K – 253
2023
Q3 		$1.34K Buy
+115
New +$1.43K ﹤0.01% 412
2023
Q2 		– Sell
-95
Closed -$1.32K – 248
2023
Q1 		$1.32K Buy
+95
New +$1.27K ﹤0.01% 417

Other funds holding GTES

Blackstone Inc
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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Milestone Investment Advisors's GTES Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Gates Industrial Corp (GTES) in Q4 2023, closing a stake of 115 shares — an estimated $1.34K sold.

Milestone Investment Advisors first reported a position in GTES in Q1 2023 and held it in 2 quarters. The position peaked at $1.34K in Q3 2023. 261 funds tracked by Wall St. Rank hold GTES as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Gates Industrial Corp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 115 Gates Industrial Corp shares in Q4 2023, an estimated $1.34K.
  • Milestone Investment Advisors first reported a position in Gates Industrial Corp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Gates Industrial Corp position peaked at $1.34K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.