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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
VVisa Inc
Recent Activity
Increased 0.13%
1.64%
$147.128M
465,535 shares@ $316.04 avg price
BACBank America Corp
Recent Activity
Increased 1.19%
1.05%
$93.72M
2.132M shares@ $43.95 avg price
WMTWalmart Inc
Recent Activity
Increased 0.84%
0.88%
$78.88M
873,049 shares@ $90.35 avg price
DISDisney Walt Co
Recent Activity
Increased 0.44%
0.58%
$51.667M
464,003 shares@ $111.35 avg price
MCDMcdonalds Corp
Recent Activity
Increased 3.54%
0.58%
$51.615M
178,049 shares@ $289.9 avg price
TAt&t Inc
Recent Activity
Increased 31.43%
0.53%
$47.319M
2.078M shares@ $22.77 avg price
WECWec Energy Group Inc
Recent Activity
Increased 20.94%
0.48%
$42.689M
453,945 shares@ $94.05 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 6.44%
0.47%
$41.948M
119,242 shares@ $351.8 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.34%
0.46%
$40.525M
77,897 shares@ $520.24 avg price
EDConsolidated Edison Inc
Recent Activity
Increased 102.68%
0.43%
$38.394M
430,279 shares@ $89.23 avg price