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

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

Fidelity Investments

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Dimensional Fund Advisors

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

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