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Burney Company’s AptarGroup ATR Stock Holding History

Burney Company’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
Q4 		– Sell
-1,868
Closed -$250K – 611
2025
Q3 		$250K Hold
1,868
– – 0.01% 532
2025
Q2 		$292K Buy
1,868
+200
+12% +$30.2K 0.01% 498
2025
Q1 		$247K Buy
+1,668
New +$251K 0.01% 529

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burney Company's ATR Position: Q4 2025 in Review

Burney Company sold out of AptarGroup (ATR) in Q4 2025, closing a stake of 1,868 shares — an estimated $250K sold.

Burney Company first reported a position in ATR in Q1 2025 and held it in 3 quarters. The position peaked at $292K in Q2 2025. 505 funds tracked by Wall St. Rank hold ATR as of Q4 2025.

  • Burney Company reported no remaining AptarGroup position as of Q4 2025 after selling out during the quarter.
  • Burney Company sold 1,868 AptarGroup shares in Q4 2025, an estimated $250K.
  • Burney Company first reported a position in AptarGroup in Q1 2025 and held it in 3 quarters.
  • Burney Company's AptarGroup position peaked at $292K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held AptarGroup as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.