Blue Trust Inc’s AptarGroup ATR Stock Holding History

Blue Trust Inc’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	$53.6K	Sell	425 -186	-30%	-$24.2K	﹤0.01%	1297
2025 Q4	$74.5K	Sell	611 -11	-2%	-$1.36K	﹤0.01%	1198
2025 Q3	$83.1K	Sell	622 -101	-14%	-$14.6K	﹤0.01%	1156
2025 Q2	$113K	Sell	723 -93	-11%	-$14K	﹤0.01%	997
2025 Q1	$121K	Buy	816 +304	+59%	+$45.8K	﹤0.01%	910
2024 Q4	$80.5K	Sell	512 -367	-42%	-$61.3K	﹤0.01%	1025
2024 Q3	$124K	Buy	879 +639	+266%	+$94.7K	﹤0.01%	1103
2024 Q2	$34.5K	Buy	240 +177	+281%	+$25.6K	﹤0.01%	1424
2024 Q1	$9.06K	Sell	63 -11	-15%	-$1.49K	﹤0.01%	1465
2023 Q4	$9K	Buy	74 +11	+17%	+$1.38K	﹤0.01%	1608
2023 Q3	$7K	Buy	63 +51	+425%	+$6.25K	﹤0.01%	1503
2023 Q2	$1K	Sell	12 -88	-88%	-$10.3K	﹤0.01%	1799
2023 Q1	$11K	Buy	100 +10	+11%	+$1.14K	﹤0.01%	1557
2022 Q4	$9K	Hold	90	–	–	﹤0.01%	1552
2022 Q3	$9K	Buy	+90	New	+$9.37K	﹤0.01%	1361

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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