NewEdge Advisors’s Atkore ATKR Stock Holding History

NewEdge 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
2026 Q1	$707	Sell	12 -50	-81%	-$3.25K	﹤0.01%	3947
2025 Q4	$3.92K	Hold	62	–	–	﹤0.01%	3737
2025 Q3	$3.89K	Sell	62 -174	-74%	-$11.3K	﹤0.01%	3607
2025 Q2	$16.7K	Hold	236	–	–	﹤0.01%	3018
2025 Q1	$14.1K	Sell	236 -70	-23%	-$5K	﹤0.01%	2975
2024 Q4	$25.5K	Buy	306 +84	+38%	+$7.4K	﹤0.01%	2737
2024 Q3	$18.8K	Sell	222 -1,707	-88%	-$185K	﹤0.01%	2733
2024 Q2	$260K	Sell	1,929 -89	-4%	-$14.2K	﹤0.01%	1795
2024 Q1	$384K	Sell	2,018 -219	-10%	-$35K	﹤0.01%	1502
2023 Q4	$358K	Sell	2,237 -543	-20%	-$74.9K	﹤0.01%	1468
2023 Q3	$415K	Buy	2,780 +248	+10%	+$37.4K	﹤0.01%	1263
2023 Q2	$395K	Sell	2,532 -5,864	-70%	-$769K	﹤0.01%	1305
2023 Q1	$1.13M	Buy	8,396 +5,714	+213%	+$774K	0.01%	739
2022 Q4	$304K	Buy	+2,682	New	+$281K	0.01%	997
2022 Q3	–	Sell	-3,966	Closed	-$329K	–	1536
2022 Q2	$329K	Buy	+3,966	New	+$394K	0.01%	1169
2021 Q2	–	Sell	-9,024	Closed	-$649K	–	1133
2021 Q1	$649K	Buy	+9,024	New	+$546K	0.02%	591

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

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

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

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