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Epic Trust Investment Advisors’s Atkore ATKR Stock Holding History

Epic Trust Investment Advisors’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
Q3 		– Sell
-1,300
Closed -$203K – 89
2023
Q2 		$203K Buy
+1,300
New +$170K 0.29% 100

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Epic Trust Investment Advisors's ATKR Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of Atkore (ATKR) in Q3 2023, closing a stake of 1,300 shares — an estimated $203K sold.

Epic Trust Investment Advisors first reported a position in ATKR in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 411 funds tracked by Wall St. Rank hold ATKR as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining Atkore position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,300 Atkore shares in Q3 2023, an estimated $203K.
  • Epic Trust Investment Advisors first reported a position in Atkore in Q2 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Atkore position peaked at $203K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Atkore as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.