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Glass Jacobson Investment Advisors’s Atkore ATKR Stock Holding History

Glass Jacobson 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
Q4 		– Sell
-6
Closed -$896 – 719
2023
Q3 		$896 Buy
6
+3
+100% +$453 ﹤0.01% 706
2023
Q2 		$468 Buy
+3
New +$393 ﹤0.01% 755

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glass Jacobson Investment Advisors's ATKR Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Atkore (ATKR) in Q4 2023, closing a stake of 6 shares — an estimated $896 sold.

Glass Jacobson Investment Advisors first reported a position in ATKR in Q2 2023 and held it in 2 quarters. The position peaked at $896 in Q3 2023. 445 funds tracked by Wall St. Rank hold ATKR as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Atkore position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 6 Atkore shares in Q4 2023, an estimated $896.
  • Glass Jacobson Investment Advisors first reported a position in Atkore in Q2 2023 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Atkore position peaked at $896 in Q3 2023.
  • 445 funds tracked by Wall St. Rank held Atkore as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.