Altshuler Shaham’s AptarGroup ATR Stock Holding History

Altshuler Shaham’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-125	Closed	-$19.6K	–	316
2024 Q4	$19.6K	Sell	125 -17	-12%	-$2.84K	﹤0.01%	249
2024 Q3	$22.7K	Buy	142 +3	+2%	+$445	﹤0.01%	147
2024 Q2	$19.6K	Sell	139 -30	-18%	-$4.34K	﹤0.01%	198
2024 Q1	$24.3K	Buy	+169	New	+$22.9K	﹤0.01%	179
2021 Q4	–	Sell	-478	Closed	-$57K	–	536
2021 Q3	$57K	Sell	478 -5	-1%	-$658	﹤0.01%	394
2021 Q2	$68K	Sell	483 -69	-13%	-$10.2K	﹤0.01%	369
2021 Q1	$78K	Sell	552 -200	-27%	-$27.6K	﹤0.01%	241
2020 Q4	$103K	Sell	752 -226	-23%	-$28.1K	﹤0.01%	196
2020 Q3	$111K	Sell	978 -160	-14%	-$18.7K	﹤0.01%	179
2020 Q2	$127K	Sell	1,138 -434	-28%	-$46.2K	﹤0.01%	154
2020 Q1	$156K	Buy	+1,572	New	+$170K	0.01%	126

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return