XF
GTES icon

XML Financial’s Gates Industrial GTES Stock Holding History

XML Financial’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
-22,750
Closed -$264K – 334
2023
Q3 		$264K Sell
22,750
-7,342
-24% -$91.4K 0.03% 275
2023
Q2 		$406K Buy
30,092
+800
+3% +$10.4K 0.05% 241
2023
Q1 		$407K Buy
29,292
+100
+0.3% +$1.33K 0.05% 230
2022
Q4 		$333K Sell
29,192
-700
-2% -$7.72K 0.04% 242
2022
Q3 		$292K Buy
29,892
+300
+1% +$3.4K 0.04% 253
2022
Q2 		$320K Buy
29,592
+800
+3% +$10K 0.07% 169
2022
Q1 		$434K Buy
28,792
+5,450
+23% +$85.3K 0.05% 222
2021
Q4 		$371K Buy
23,342
+5,250
+29% +$86.1K 0.04% 238
2021
Q3 		$294K Buy
+18,092
New +$310K 0.04% 249

Other funds holding GTES

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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 $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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return