Bell Investment Advisors’s AptarGroup ATR Stock Holding History

Bell 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
2026 Q1	$2.4K	Hold	19	–	–	﹤0.01%	1268
2025 Q4	$2.32K	Sell	19 -99	-84%	-$12.2K	﹤0.01%	1299
2025 Q3	$15.8K	Buy	118 +4	+4%	+$578	﹤0.01%	483
2025 Q2	$17.8K	Hold	114	–	–	﹤0.01%	459
2025 Q1	$16.9K	Sell	114 -3	-3%	-$452	﹤0.01%	434
2024 Q4	$18.4K	Buy	117 +3	+3%	+$501	﹤0.01%	410
2024 Q3	$18.3K	Hold	114	–	–	﹤0.01%	423
2024 Q2	$16.1K	Hold	114	–	–	﹤0.01%	447
2024 Q1	$16.4K	Hold	114	–	–	﹤0.01%	424
2023 Q4	$14.1K	Sell	114 -8	-7%	-$1.01K	﹤0.01%	445
2023 Q3	$15.3K	Hold	122	–	–	﹤0.01%	377
2023 Q2	$14.1K	Sell	122 -12	-9%	-$1.41K	﹤0.01%	396
2023 Q1	$15.8K	Hold	134	–	–	﹤0.01%	351
2022 Q4	$14.7K	Sell	134 -22	-14%	-$2.26K	﹤0.01%	369
2022 Q3	$15K	Sell	156 -9	-5%	-$936	﹤0.01%	307
2022 Q2	$17K	Buy	+165	New	+$18K	0.01%	294
2021 Q4	$16K	Buy	127 +1	+0.8%	+$124	﹤0.01%	359
2021 Q3	$15K	Buy	+126	New	+$16.6K	﹤0.01%	342

Other funds holding ATR

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return