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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
RIORio Tinto Plc
Recent Activity
Increased 142.29%
0.02%
$1.734M
29,491 shares@ $58.82 avg price
ITTItt Inc
Recent Activity
Increased 3.3%
0.02%
$1.722M
12,055 shares@ $142.88 avg price
NTRNutrien Ltd
Recent Activity
Increased 344.48%
0.02%
$1.702M
38,043 shares@ $44.76 avg price
VLOValero Energy Corp
Recent Activity
Increased 34.16%
0.02%
$1.694M
13,815 shares@ $122.6 avg price
CVECenovus Energy Inc
Recent Activity
Increased 175.38%
0.02%
$1.568M
103,509 shares@ $15.16 avg price
PGRProgressive Corp
Recent Activity
Increased 155.68%
0.02%
$1.475M
6,154 shares@ $239.62 avg price
SUISun Cmntys Inc
Recent Activity
Increased 0.34%
0.02%
$1.459M
11,862 shares@ $122.97 avg price
CAHCardinal Health Inc
Recent Activity
Increased 98.6%
0.02%
$1.437M
12,154 shares@ $118.28 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 2.65%
0.02%
$1.428M
1,127 shares@ $1267.29 avg price
BRBRBellring Brands Inc
Recent Activity
Increased 0.45%
0.02%
$1.387M
18,408 shares@ $75.35 avg price