Massachusetts Financial Services
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Massachusetts Financial Services’s Atlanticus Holdings ATLC Stock Holding History

Massachusetts Financial Services’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,232
Closed -$254K – 879
2024
Q3 		$254K Sell
7,232
-174
-2% -$5.75K ﹤0.01% 834
2024
Q2 		$209K Buy
7,406
+248
+3% +$6.62K ﹤0.01% 850
2024
Q1 		$212K Sell
7,158
-17
-0.2% -$563 ﹤0.01% 835
2023
Q4 		$277K Sell
7,175
-228
-3% -$7.18K ﹤0.01% 824
2023
Q3 		$224K Sell
7,403
-284
-4% -$10.2K ﹤0.01% 831
2023
Q2 		$323K Sell
7,687
-180
-2% -$5.91K ﹤0.01% 802
2023
Q1 		$213K Sell
7,867
-222
-3% -$6.68K ﹤0.01% 830
2022
Q4 		$212K Buy
8,089
+171
+2% +$4.56K ﹤0.01% 840
2022
Q3 		$208K Sell
7,918
-73
-0.9% -$2.51K ﹤0.01% 842
2022
Q2 		$281K Buy
+7,991
New +$321K ﹤0.01% 837

Other funds holding ATLC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Massachusetts Financial Services's ATLC Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Atlanticus Holdings (ATLC) in Q4 2024, closing a stake of 7,232 shares — an estimated $254K sold.

Massachusetts Financial Services first reported a position in ATLC in Q2 2022 and held it in 10 quarters. The position peaked at $323K in Q2 2023. 89 funds tracked by Wall St. Rank hold ATLC as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Atlanticus Holdings position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 7,232 Atlanticus Holdings shares in Q4 2024, an estimated $254K.
  • Massachusetts Financial Services first reported a position in Atlanticus Holdings in Q2 2022 and held it in 10 quarters.
  • Massachusetts Financial Services's Atlanticus Holdings position peaked at $323K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.