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Emerald Mutual Fund Advisers Trust’s ATI ATI Stock Holding History

Emerald Mutual Fund Advisers 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
2026
Q1 		$13.7M Sell
93,847
-89,708
-49% -$12.5M 0.66% 68
2025
Q4 		$21.1M Hold
183,555
– – 1.03% 27
2025
Q3 		$14.9M Buy
183,555
+4,300
+2% +$348K 0.77% 50
2025
Q2 		$15.5M Sell
179,255
-169,768
-49% -$11.6M 0.94% 37
2025
Q1 		$18.2M Sell
349,023
-20,070
-5% -$1.14M 1.29% 26
2024
Q4 		$20.3M Sell
369,093
-67,531
-15% -$3.98M 1.24% 20
2024
Q3 		$29.2M Sell
436,624
-73,520
-14% -$4.56M 1.52% 15
2024
Q2 		$28.3M Sell
510,144
-15,159
-3% -$849K 1.48% 18
2024
Q1 		$26.9M Buy
525,303
+37,863
+8% +$1.71M 1.4% 15
2023
Q4 		$22.2M Buy
487,440
+93,560
+24% +$3.89M 1.17% 22
2023
Q3 		$16.2M Hold
393,880
– – 0.98% 38
2023
Q2 		$17.4M Buy
+393,880
New +$15.1M 0.94% 47
2019
Q2 		– Sell
-474,676
Closed -$12.1M – 204
2019
Q1 		$12.1M Sell
474,676
-259
-0.1% -$6.82K 0.49% 70
2018
Q4 		$10.3M Buy
474,935
+830
+0.2% +$21.5K 0.48% 76
2018
Q3 		$14M Buy
474,105
+7,904
+2% +$213K 0.47% 82
2018
Q2 		$11.7M Hold
466,201
– – 0.42% 94
2018
Q1 		$11M Sell
466,201
-170,498
-27% -$4.57M 0.43% 84
2017
Q4 		$15.4M Buy
636,699
+558,619
+715% +$13.3M 0.61% 54
2017
Q3 		$1.87M Buy
+78,080
New +$1.54M 0.08% 202

Other funds holding ATI

BlackRock
BlackRock New York $5.72T 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
VCM
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
VPM
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ATI Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its ATI (ATI) stake by 49% in Q1 2026, selling an estimated $12.5M and leaving 93,847 shares worth $13.7M. The position accounts for 0.66% of the portfolio, ranked #68.

Emerald Mutual Fund Advisers Trust first reported a position in ATI in Q3 2017 and has held it in 19 quarters since. The position peaked at $29.2M in Q3 2024. 674 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 93,847 shares of ATI worth $13.7M as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust sold 89,708 ATI shares in Q1 2026, an estimated $12.5M.
  • ATI made up 0.66% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #68 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in ATI in Q3 2017 and has held it in 19 quarters since.
  • Emerald Mutual Fund Advisers Trust's ATI position peaked at $29.2M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.