Oak Family Advisors’s Atlas Corp. ATCO Stock Holding History

Oak Family Advisors’s Portfolio ATCO Stock Details ATCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-117,255	Closed	-$1.66M	–	163
2021 Q4	$1.66M	Sell	117,255 -529	-0.4%	-$7.48K	0.62%	42
2021 Q3	$1.79M	Sell	117,784 -7,726	-6%	-$110K	0.65%	36
2021 Q2	$1.79M	Buy	125,510 +2,600	+2%	+$36.1K	0.75%	33
2021 Q1	$1.68M	Buy	122,910 +96,850	+372%	+$1.24M	0.73%	32
2020 Q4	$282K	Buy	+26,060	New	+$268K	0.15%	84

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return

Oak Family Advisors's ATCO Position: Q1 2022 in Review

Oak Family Advisors sold out of Atlas Corp. (ATCO) in Q1 2022, closing a stake of 117,255 shares — an estimated $1.66M sold.

Oak Family Advisors first reported a position in ATCO in Q4 2020 and held it in 5 quarters. The position peaked at $1.79M in Q3 2021. 163 funds tracked by Wall St. Rank hold ATCO as of Q1 2022.

Oak Family Advisors reported no remaining Atlas Corp. position as of Q1 2022 after selling out during the quarter.
Oak Family Advisors sold 117,255 Atlas Corp. shares in Q1 2022, an estimated $1.66M.
Oak Family Advisors first reported a position in Atlas Corp. in Q4 2020 and held it in 5 quarters.
Oak Family Advisors's Atlas Corp. position peaked at $1.79M in Q3 2021.
163 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2022.

Based on Oak Family Advisors's 13F filing for Q1 2022, filed 3 May 2022.