Ellevest Inc’s Atkore ATKR Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-37	Closed	-$5.2K	–	461
2023 Q1	$5.2K	Hold	37	–	–	﹤0.01%	1193
2022 Q4	$4.2K	Buy	37 +12	+48%	+$1.26K	﹤0.01%	1230
2022 Q3	$2K	Sell	25 -94	-79%	-$8.13K	﹤0.01%	1317
2022 Q2	$10K	Sell	119 -257	-68%	-$25.5K	﹤0.01%	876
2022 Q1	$37K	Buy	376 +133	+55%	+$13.8K	﹤0.01%	602
2021 Q4	$27K	Buy	243 +114	+88%	+$11.6K	﹤0.01%	651
2021 Q3	$11K	Buy	129 +8	+7%	+$666	﹤0.01%	799
2021 Q2	$9K	Buy	121 +96	+384%	+$7.31K	﹤0.01%	773
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	1033
2020 Q4	$1K	Buy	25 +20	+400%	+$631	﹤0.01%	1028
2020 Q3	$0	Buy	+5	New	+$135	﹤0.01%	1133

Other funds holding ATKR

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

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

Fidelity Investments

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors

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

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

LSV Asset Management

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

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