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Steward Financial Group’s Gates Industrial Corp GTES Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+190
New +$2.37K ﹤0.01% 979
2023
Q2 		– Sell
-278
Closed -$3K – 694
2023
Q1 		$3K Buy
278
+135
+94% +$1.8K ﹤0.01% 417
2022
Q4 		$1K Buy
+143
New +$1.58K ﹤0.01% 421
2022
Q3 		– Sell
-115
Closed -$1K – 597
2022
Q2 		$1K Buy
+115
New +$1.44K ﹤0.01% 748

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
FMI
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

Steward Financial Group's GTES Position: Q3 2023 in Review

Steward Financial Group opened a new position in Gates Industrial Corp (GTES) in Q3 2023: 190 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GTES as recently as Q1 2023.

Steward Financial Group first reported a position in GTES in Q2 2022 and has held it in 4 quarters since. The position peaked at $3K in Q1 2023. 238 funds tracked by Wall St. Rank hold GTES as of Q3 2023.

  • Steward Financial Group held 190 shares of Gates Industrial Corp worth $2K as of Q3 2023.
  • Gates Industrial Corp was a new Steward Financial Group position in Q3 2023.
  • Gates Industrial Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #979 holding.
  • Steward Financial Group first reported a position in Gates Industrial Corp in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Gates Industrial Corp position peaked at $3K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.