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Montag & Associates’s Atkore ATKR Stock Holding History

Montag & Associates’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
2025
Q1 		– Sell
-363
Closed -$30.3K – 999
2024
Q4 		$30.3K Hold
363
– – ﹤0.01% 671
2024
Q3 		$30.8K Hold
363
– – ﹤0.01% 682
2024
Q2 		$49K Hold
363
– – ﹤0.01% 595
2024
Q1 		$69.1K Hold
363
– – ﹤0.01% 540
2023
Q4 		$58.1K Buy
+363
New +$50.1K ﹤0.01% 549

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Montag & Associates's ATKR Position: Q1 2025 in Review

Montag & Associates sold out of Atkore (ATKR) in Q1 2025, closing a stake of 363 shares — an estimated $30.3K sold.

Montag & Associates first reported a position in ATKR in Q4 2023 and held it in 5 quarters. The position peaked at $69.1K in Q1 2024. 297 funds tracked by Wall St. Rank hold ATKR as of Q1 2025.

  • Montag & Associates reported no remaining Atkore position as of Q1 2025 after selling out during the quarter.
  • Montag & Associates sold 363 Atkore shares in Q1 2025, an estimated $30.3K.
  • Montag & Associates first reported a position in Atkore in Q4 2023 and held it in 5 quarters.
  • Montag & Associates's Atkore position peaked at $69.1K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Atkore as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.