Baird Financial Group

Baird Financial Group’s ATI ATI Stock Holding History

Baird Financial Group’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	$282K	Buy	+1,940	New	+$270K	﹤0.01%	1661
2018 Q4	–	Sell	-7,050	Closed	-$208K	–	1269
2018 Q3	$208K	Sell	7,050 -11,800	-63%	-$317K	﹤0.01%	1279
2018 Q2	$474K	Sell	18,850 -404	-2%	-$10.9K	﹤0.01%	1032
2018 Q1	$456K	Sell	19,254 -1,564	-8%	-$42K	﹤0.01%	1033
2017 Q4	$503K	Buy	20,818 +65	+0.3%	+$1.55K	﹤0.01%	1008
2017 Q3	$496K	Sell	20,753 -2,217	-10%	-$43.9K	﹤0.01%	990
2017 Q2	$391K	Hold	22,970	–	–	﹤0.01%	1022
2017 Q1	$413K	Buy	22,970 +1,068	+5%	+$20.1K	﹤0.01%	998
2016 Q4	$349K	Buy	21,902 +422	+2%	+$7.01K	﹤0.01%	1019
2016 Q3	$388K	Sell	21,480 -90	-0.4%	-$1.49K	﹤0.01%	997
2016 Q2	$305K	Hold	21,570	–	–	﹤0.01%	1044
2016 Q1	$352K	Sell	21,570 -34,276	-61%	-$417K	﹤0.01%	1015
2015 Q4	$628K	Sell	55,846 -178,977	-76%	-$2.46M	0.01%	843
2015 Q3	$3.33M	Buy	234,823 +105,043	+81%	+$2.18M	0.04%	408
2015 Q2	$3.92M	Buy	+129,780	New	+$4.29M	0.04%	406

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