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