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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANETArista Networks Inc
| 0.01% | $749,504 6,781 shares@ $110.54 avg price | New Position |
JKHYHenry Jack & Assoc Inc
| 0.01% | $749,408 4,275 shares@ $175.31 avg price | New Position |
ERIEErie Indty Co
| 0.01% | $529,303 1,284 shares@ $412.23 avg price | New Position |
ITGartner Inc
| 0.01% | $449,588 928 shares@ $484.47 avg price | New Position |
IPGInterpublic Group Cos Inc
| 0.01% | $441,203 15,746 shares@ $28.03 avg price | New Position |
NTAPNetapp Inc
| 0.01% | $418,933 3,609 shares@ $116.09 avg price | New Position |
UALUnited Airls Hldgs Inc
| 0.01% | $311,497 3,208 shares@ $97.11 avg price | New Position |
AGCOAgco Corp
| 0.01% | $311,008 3,327 shares@ $93.49 avg price | New Position |
MTNVail Resorts Inc
| 0.01% | $237,134 1,265 shares@ $187.46 avg price | New Position |
DINOHf Sinclair Corp
| 0.01% | $221,691 6,325 shares@ $35.05 avg price | New Position |