Covestor’s Atkore ATKR Stock Holding History

Covestor’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30K	Sell	509 -1,270	-71%	-$82.6K	0.02%	949
2025 Q4	$112K	Buy	1,779 +282	+19%	+$18.4K	0.06%	510
2025 Q3	$94K	Sell	1,497 -103	-6%	-$6.72K	0.05%	603
2025 Q2	$113K	Sell	1,600 -50	-3%	-$3.24K	0.07%	474
2025 Q1	$99K	Sell	1,650 -239	-13%	-$17.1K	0.07%	494
2024 Q4	$157K	Buy	1,889 +887	+89%	+$78.2K	0.1%	271
2024 Q3	$85K	Buy	1,002 +390	+64%	+$42.3K	0.05%	623
2024 Q2	$82K	Sell	612 -258	-30%	-$41.1K	0.05%	606
2024 Q1	$166K	Hold	870	–	–	0.11%	235
2023 Q4	$139K	Sell	870 -100	-10%	-$13.8K	0.1%	291
2023 Q3	$144K	Sell	970 -322	-25%	-$48.6K	0.11%	236
2023 Q2	$201K	Sell	1,292 -271	-17%	-$35.5K	0.15%	113
2023 Q1	$220K	Sell	1,563 -367	-19%	-$49.7K	0.19%	80
2022 Q4	$219K	Sell	1,930 -144	-7%	-$15.1K	0.18%	87
2022 Q3	$161K	Buy	2,074 +747	+56%	+$64.6K	0.14%	134
2022 Q2	$110K	Buy	1,327 +122	+10%	+$12.1K	0.09%	358
2022 Q1	$119K	Buy	1,205 +1,184	+5,638%	+$123K	0.08%	395
2021 Q4	$2K	Buy	+21	New	+$2.13K	﹤0.01%	1516

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return