AAS
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Annex Advisory Services’s AptarGroup ATR Stock Holding History

Annex Advisory Services’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
2022
Q1 		– Sell
-2,265
Closed -$277K – 250
2021
Q4 		$277K Hold
2,265
– – 0.02% 198
2021
Q3 		$270K Hold
2,265
– – 0.02% 172
2021
Q2 		$319K Hold
2,265
– – 0.03% 175
2021
Q1 		$321K Hold
2,265
– – 0.03% 158
2020
Q4 		$310K Hold
2,265
– – 0.03% 153
2020
Q3 		$256K Hold
2,265
– – 0.03% 118
2020
Q2 		$254K Hold
2,265
– – 0.04% 109
2020
Q1 		$225K Hold
2,265
– – 0.03% 111
2019
Q4 		$262K Hold
2,265
– – 0.03% 112
2019
Q3 		$268K Hold
2,265
– – 0.04% 105
2019
Q2 		$282K Buy
+2,265
New +$258K 0.04% 96

Other funds holding ATR

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return