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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
FHNFirst Horizon Corporation
Recent Activity
Increased 8.81%
0.02%
$1.381M
68,593 shares@ $20.14 avg price
BJBjs Whsl Club Hldgs Inc
Recent Activity
Increased 0.74%
0.02%
$1.353M
15,146 shares@ $89.35 avg price
MMM3m Co
Recent Activity
Increased 51.15%
0.02%
$1.262M
9,779 shares@ $129.09 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Increased 19.88%
0.02%
$1.224M
11,051 shares@ $110.77 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 75.13%
0.02%
$1.174M
23,236 shares@ $50.53 avg price
RNRRenaissancere Hldgs Ltd
Recent Activity
Increased 0.2%
0.02%
$1.13M
4,542 shares@ $248.82 avg price
NYTNew York Times Co
Recent Activity
Increased 0.4%
0.02%
$1.111M
21,348 shares@ $52.05 avg price
ROKURoku Inc
Recent Activity
Increased 0.48%
0.02%
$1.014M
13,646 shares@ $74.35 avg price
BBYBest Buy Inc
Recent Activity
Increased 98.88%
0.01%
$861,346
10,039 shares@ $85.8 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 97.8%
0.01%
$857,341
11,581 shares@ $74.03 avg price