Lee Financial’s Atkore ATKR Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-155	Closed	-$24.8K	–	202
2023 Q4	$24.8K	Hold	155	–	–	﹤0.01%	290
2023 Q3	$23.1K	Hold	155	–	–	﹤0.01%	288
2023 Q2	$24.2K	Hold	155	–	–	﹤0.01%	278
2023 Q1	$21.8K	Hold	155	–	–	﹤0.01%	296
2022 Q4	$17.6K	Buy	155 +115	+288%	+$12K	﹤0.01%	364
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	603
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	610
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	524
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	616
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	535
2021 Q2	$3K	Buy	+40	New	+$3.05K	﹤0.01%	498
2018 Q3	–	Sell	-300	Closed	-$6K	–	478
2018 Q2	$6K	Sell	300 -300	-50%	-$6.08K	﹤0.01%	582
2018 Q1	$12K	Buy	600 +300	+100%	+$6.45K	﹤0.01%	431
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	411
2017 Q3	$6K	Hold	300	–	–	﹤0.01%	398
2017 Q2	$7K	Buy	+300	New	+$7.06K	﹤0.01%	368

Other funds holding ATKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lee Financial's ATKR Position: Q1 2024 in Review

Lee Financial sold out of Atkore (ATKR) in Q1 2024, closing a stake of 155 shares — an estimated $24.8K sold.

Lee Financial first reported a position in ATKR in Q2 2017 and held it in 16 quarters. The position peaked at $24.8K in Q4 2023. 457 funds tracked by Wall St. Rank hold ATKR as of Q1 2024.

Lee Financial reported no remaining Atkore position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 155 Atkore shares in Q1 2024, an estimated $24.8K.
Lee Financial first reported a position in Atkore in Q2 2017 and held it in 16 quarters.
Lee Financial's Atkore position peaked at $24.8K in Q4 2023.
457 funds tracked by Wall St. Rank held Atkore as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.