Claris Advisors’s AptarGroup ATR Stock Holding History

Claris 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
2024 Q4	–	Sell	-4	Closed	-$641	–	156
2024 Q3	$641	Buy	+4	New	+$593	﹤0.01%	567

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Claris Advisors's ATR Position: Q4 2024 in Review

Claris Advisors sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 4 shares — an estimated $641 sold.

Claris Advisors first reported a position in ATR in Q3 2024 and held it in 1 quarter. The position peaked at $641 in Q3 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

Claris Advisors reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 AptarGroup shares in Q4 2024, an estimated $641.
Claris Advisors first reported a position in AptarGroup in Q3 2024 and held it in 1 quarter.
Claris Advisors's AptarGroup position peaked at $641 in Q3 2024.
503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.