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Steward Financial Group’s Atkore ATKR Stock Holding History

Steward Financial Group’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
2023
Q3 		$6K Buy
+41
New +$6.19K ﹤0.01% 530
2023
Q2 		– Sell
-33
Closed -$4K – 468
2023
Q1 		$4K Buy
33
+32
+3,200% +$4.34K ﹤0.01% 342
2022
Q4 		$0 Buy
+1
New +$105 ﹤0.01% 546
2022
Q3 		– Sell
-10
Closed – – 150
2022
Q2 		$0 Buy
+10
New +$994 ﹤0.01% 970

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steward Financial Group's ATKR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Atkore (ATKR) in Q3 2023: 41 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ATKR as recently as Q1 2023.

Steward Financial Group first reported a position in ATKR in Q2 2022 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold ATKR as of Q3 2023.

  • Steward Financial Group held 41 shares of Atkore worth $6K as of Q3 2023.
  • Atkore was a new Steward Financial Group position in Q3 2023.
  • Atkore made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #530 holding.
  • Steward Financial Group first reported a position in Atkore in Q2 2022 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held Atkore as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.