Whittier Trust
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Whittier Trust’s Gates Industrial Corp GTES Stock Holding History

Whittier Trust’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
-6
Closed -$69 – 1574
2023
Q3 		$69 Buy
+6
New +$75 ﹤0.01% 1666
2022
Q4 		– Sell
-360
Closed -$4K – 1658
2022
Q3 		$4K Hold
360
– – ﹤0.01% 1481
2022
Q2 		$4K Hold
360
– – ﹤0.01% 1473
2022
Q1 		$5K Buy
+360
New +$5.63K ﹤0.01% 1452

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Allspring Global Investments
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Dimensional Fund Advisors
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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

Whittier Trust's GTES Position: Q4 2023 in Review

Whittier Trust sold out of Gates Industrial Corp (GTES) in Q4 2023, closing a stake of 6 shares — an estimated $69 sold.

Whittier Trust first reported a position in GTES in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 261 funds tracked by Wall St. Rank hold GTES as of Q4 2023.

  • Whittier Trust reported no remaining Gates Industrial Corp position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 6 Gates Industrial Corp shares in Q4 2023, an estimated $69.
  • Whittier Trust first reported a position in Gates Industrial Corp in Q1 2022 and held it in 4 quarters.
  • Whittier Trust's Gates Industrial Corp position peaked at $5K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.