Berman Capital Advisors’s AptarGroup ATR Stock Holding History

Berman Capital 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
2021 Q3	$13K	Buy	113 +3	+3%	+$395	﹤0.01%	1091
2021 Q2	$15K	Hold	110	–	–	﹤0.01%	997
2021 Q1	$15K	Buy	110 +40	+57%	+$5.52K	﹤0.01%	884
2020 Q4	$9K	Buy	70 +12	+21%	+$1.49K	﹤0.01%	944
2020 Q3	$6K	Buy	58 +3	+5%	+$351	﹤0.01%	954
2020 Q2	$6K	Hold	55	–	–	﹤0.01%	921
2020 Q1	$5K	Hold	55	–	–	﹤0.01%	867
2019 Q4	$6K	Hold	55	–	–	﹤0.01%	905
2019 Q3	$6K	Hold	55	–	–	﹤0.01%	875
2019 Q2	$6K	Hold	55	–	–	﹤0.01%	889
2019 Q1	$5K	Buy	55 +22	+67%	+$2.2K	﹤0.01%	848
2018 Q4	$3K	Buy	+33	New	+$3.36K	﹤0.01%	783

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Berman Capital Advisors's ATR Position: Q3 2021 in Review

Berman Capital Advisors increased its AptarGroup (ATR) stake by 2.7% in Q3 2021, buying an estimated $395 and bringing the position to 113 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Berman Capital Advisors first reported a position in ATR in Q4 2018 and has held it in 12 quarters since. The position peaked at $15K in Q2 2021. 420 funds tracked by Wall St. Rank hold ATR as of Q3 2021.

Berman Capital Advisors held 113 shares of AptarGroup worth $13K as of Q3 2021.
Berman Capital Advisors bought 3 AptarGroup shares in Q3 2021, an estimated $395.
AptarGroup made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1091 holding.
Berman Capital Advisors first reported a position in AptarGroup in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AptarGroup position peaked at $15K in Q2 2021.
420 funds tracked by Wall St. Rank held AptarGroup as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.