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Julie M. Schmuelling

@Gateway Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$8.986BTotal holdings486
Assets growth rate-0.92%Assets growth rate (2-Q avg)0.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gateway Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 486 positions.

Assets under management

The assets under management (AUM) of Gateway Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 8.986B in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by Julie M. Schmuelling, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$16.003M
109,427 shares@ $146.24 avg price
CPTCamden Ppty Tr
Recent Activity
Exited
0%
$10.673M
86,404 shares@ $123.53 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$9.945M
186,067 shares@ $53.45 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$8.91M
10,918 shares@ $816.09 avg price
RVTYRevvity Inc
Recent Activity
Exited
0%
$4.865M
38,081 shares@ $127.76 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$3.049M
3,211 shares@ $949.52 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$2.783M
6,684 shares@ $416.41 avg price
BF.BBrown Forman Corp
Recent Activity
Exited
0%
$772,120
15,693 shares@ $49.21 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$678,738
17,350 shares@ $39.13 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$563,832
1,469 shares@ $383.83 avg price