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 |
---|---|---|---|
CECelanese Corp Del
| 0.18% | $15.6M 225,402 shares@ $69.21 avg price | Increased 208.94% |
AVYAvery Dennison Corp
| 0.16% | $13.895M 74,252 shares@ $187.14 avg price | Increased 16.17% |
CRWDCrowdstrike Hldgs Inc
| 0.14% | $12.232M 35,750 shares@ $342.16 avg price | Increased 16.22% |
LIILennox Intl Inc
| 0.13% | $11.612M 19,058 shares@ $609.31 avg price | Increased 0.79% |
BTIBritish Amern Tob Plc
| 0.13% | $11.357M 312,703 shares@ $36.32 avg price | Increased 21.38% |
OXYOccidental Pete Corp
| 0.13% | $11.331M 229,321 shares@ $49.41 avg price | Increased 0.39% |
LNGCheniere Energy Inc
| 0.12% | $10.427M 48,529 shares@ $214.87 avg price | Increased 0.1% |
SCCOSouthern Copper Corp
| 0.12% | $10.3M 113,020 shares@ $91.14 avg price | Increased 8.69% |
AFGAmerican Finl Group Inc Ohio
| 0.1% | $8.649M 63,164 shares@ $136.93 avg price | Increased 0.58% |
AALAmerican Airls Group Inc
| 0.1% | $8.319M 477,255 shares@ $17.44 avg price | Increased 869.74% |