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Sandia Investment Management’s Gates Industrial GTES Stock Holding History

Sandia Investment Management’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
-5,980
Closed -$80.3K – 148
2023
Q4 		$80.3K Sell
5,980
-4,020
-40% -$47.5K 0.06% 118
2023
Q3 		$116K Hold
10,000
– – 0.03% 140
2023
Q2 		$135K Buy
+10,000
New +$130K 0.03% 144

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
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

Sandia Investment Management's GTES Position: Q1 2024 in Review

Sandia Investment Management sold out of Gates Industrial (GTES) in Q1 2024, closing a stake of 5,980 shares — an estimated $80.3K sold.

Sandia Investment Management first reported a position in GTES in Q2 2023 and held it in 3 quarters. The position peaked at $135K in Q2 2023. 287 funds tracked by Wall St. Rank hold GTES as of Q1 2024.

  • Sandia Investment Management reported no remaining Gates Industrial position as of Q1 2024 after selling out during the quarter.
  • Sandia Investment Management sold 5,980 Gates Industrial shares in Q1 2024, an estimated $80.3K.
  • Sandia Investment Management first reported a position in Gates Industrial in Q2 2023 and held it in 3 quarters.
  • Sandia Investment Management's Gates Industrial position peaked at $135K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held Gates Industrial as of Q1 2024.

Based on Sandia Investment Management's 13F filing for Q1 2024, filed 15 May 2024.