Algert Global’s ATI ATI Stock Holding History

Algert Global’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6M	Sell	107,254 -20,691	-16%	-$2.88M	0.23%	109
2025 Q4	$14.7M	Buy	127,945 +20,045	+19%	+$1.95M	0.23%	100
2025 Q3	$8.78M	Sell	107,900 -10,114	-9%	-$820K	0.15%	227
2025 Q2	$10.2M	Buy	118,014 +10,919	+10%	+$747K	0.21%	125
2025 Q1	$5.57M	Sell	107,095 -23,210	-18%	-$1.32M	0.14%	235
2024 Q4	$7.17M	Buy	130,305 +57,673	+79%	+$3.4M	0.17%	190
2024 Q3	$4.86M	Buy	72,632 +48,220	+198%	+$2.99M	0.13%	268
2024 Q2	$1.35M	Buy	24,412 +18,972	+349%	+$1.06M	0.05%	591
2024 Q1	$278K	Buy	+5,440	New	+$246K	0.01%	905
2023 Q4	–	Sell	-67,368	Closed	-$2.77M	–	1129
2023 Q3	$2.77M	Hold	67,368	–	–	0.13%	263
2023 Q2	$2.98M	Hold	67,368	–	–	0.13%	246
2023 Q1	$2.66M	Sell	67,368 -23,112	-26%	-$873K	0.13%	250
2022 Q4	$2.7M	Buy	+90,480	New	+$2.65M	0.15%	201
2022 Q2	–	Sell	-16,087	Closed	-$432K	–	1207
2022 Q1	$432K	Buy	+16,087	New	+$373K	0.03%	860

Other funds holding ATI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return