Caldwell Trust’s ATI ATI Stock Holding History

Caldwell Trust’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
2021 Q1	–	Sell	-1,050	Closed	-$17.6K	–	714
2020 Q4	$17.6K	Buy	+1,050	New	+$13.3K	﹤0.01%	560

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Caldwell Trust's ATI Position: Q1 2021 in Review

Caldwell Trust sold out of ATI (ATI) in Q1 2021, closing a stake of 1,050 shares — an estimated $17.6K sold.

Caldwell Trust first reported a position in ATI in Q4 2020 and held it in 1 quarter. The position peaked at $17.6K in Q4 2020. 233 funds tracked by Wall St. Rank hold ATI as of Q1 2021.

Caldwell Trust reported no remaining ATI position as of Q1 2021 after selling out during the quarter.
Caldwell Trust sold 1,050 ATI shares in Q1 2021, an estimated $17.6K.
Caldwell Trust first reported a position in ATI in Q4 2020 and held it in 1 quarter.
Caldwell Trust's ATI position peaked at $17.6K in Q4 2020.
233 funds tracked by Wall St. Rank held ATI as of Q1 2021.

Based on Caldwell Trust's 13F filing for Q1 2021, filed 2 Oct 2025.