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Tilia Fiduciary Partners’s Atkore ATKR Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-257
Closed -$40.1K – 119
2023
Q2 		$40.1K Hold
257
– – 0.04% 242
2023
Q1 		$36.1K Hold
257
– – 0.03% 243
2022
Q4 		$29.1K Hold
257
– – 0.03% 251
2022
Q3 		$22K Hold
257
– – 0.02% 276
2022
Q2 		$22K Hold
257
– – 0.02% 281
2022
Q1 		$25K Hold
257
– – 0.02% 285
2021
Q4 		$29K Buy
+257
New +$26.1K 0.02% 275

Other funds holding ATKR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $481B AUM 30.42% 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 $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tilia Fiduciary Partners's ATKR Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Atkore (ATKR) in Q3 2023, closing a stake of 257 shares — an estimated $40.1K sold.

Tilia Fiduciary Partners first reported a position in ATKR in Q4 2021 and held it in 7 quarters. The position peaked at $40.1K in Q2 2023. 411 funds tracked by Wall St. Rank hold ATKR as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Atkore position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 257 Atkore shares in Q3 2023, an estimated $40.1K.
  • Tilia Fiduciary Partners first reported a position in Atkore in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Atkore position peaked at $40.1K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held Atkore as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.