AIA
ATR icon

Angeles Investment Advisors’s AptarGroup ATR Stock Holding History

Angeles Investment Advisors’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
-1,488
Closed -$234K – 51
2024
Q4 		$234K Sell
1,488
-99
-6% -$16.5K 0.01% 170
2024
Q3 		$254K Hold
1,587
– – 0.01% 185
2024
Q2 		$223K Buy
+1,587
New +$230K 0.01% 187

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Angeles Investment Advisors's ATR Position: Q1 2025 in Review

Angeles Investment Advisors sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 1,488 shares — an estimated $234K sold.

Angeles Investment Advisors first reported a position in ATR in Q2 2024 and held it in 3 quarters. The position peaked at $254K in Q3 2024. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

  • Angeles Investment Advisors reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,488 AptarGroup shares in Q1 2025, an estimated $234K.
  • Angeles Investment Advisors first reported a position in AptarGroup in Q2 2024 and held it in 3 quarters.
  • Angeles Investment Advisors's AptarGroup position peaked at $254K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.