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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
JBLJabil Inc
Recent Activity
Increased 66.52%
0.01%
$752,165
5,227 shares@ $143.9 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 97.11%
0.01%
$742,136
1,768 shares@ $419.77 avg price
JBHTHunt J B Trans Svcs Inc
Recent Activity
Increased 48.43%
0.01%
$723,428
4,239 shares@ $170.67 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 129.91%
0.01%
$655,247
2,929 shares@ $223.72 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Increased 184.86%
0.01%
$647,834
6,133 shares@ $105.64 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 28.02%
0.01%
$618,320
5,739 shares@ $107.75 avg price
CHRWC H Robinson Worldwide Inc
Recent Activity
Increased 97.78%
0.01%
$605,042
5,856 shares@ $103.33 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Increased 46.25%
0.01%
$587,558
993 shares@ $591.7 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Increased 30.11%
0.01%
$578,152
4,045 shares@ $142.94 avg price
ROLRollins Inc
Recent Activity
Increased 67.62%
0.01%
$548,969
11,844 shares@ $46.35 avg price