Column Capital Advisors’s AptarGroup ATR Stock Holding History

Column 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
2023 Q3	$118K	Sell	943 -52	-5%	-$6.38K	0.02%	200
2023 Q2	$115K	Hold	995	–	–	0.02%	200
2023 Q1	$118K	Hold	995	–	–	0.02%	199
2022 Q4	$109K	Hold	995	–	–	0.02%	194
2022 Q3	$95K	Hold	995	–	–	0.02%	190
2022 Q2	$103K	Buy	995 +74	+8%	+$8.07K	0.02%	182
2022 Q1	$108K	Hold	921	–	–	0.02%	186
2021 Q4	$113K	Hold	921	–	–	0.02%	191
2021 Q3	$110K	Sell	921 -67	-7%	-$8.81K	0.02%	177
2021 Q2	$139K	Sell	988 -9	-0.9%	-$1.33K	0.03%	155
2021 Q1	$141K	Hold	997	–	–	0.03%	146
2020 Q4	$136K	Buy	997 +11	+1%	+$1.36K	0.03%	144
2020 Q3	$112K	Sell	986 -20	-2%	-$2.34K	0.03%	151
2020 Q2	$112K	Buy	1,006 +179	+22%	+$19K	0.04%	141
2020 Q1	$82K	Sell	827 -87	-10%	-$9.43K	0.03%	138
2019 Q4	$105K	Buy	+914	New	+$104K	0.05%	144

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

Column Capital Advisors's ATR Position: Q3 2023 in Review

Column Capital Advisors reduced its AptarGroup (ATR) stake by 5.2% in Q3 2023, selling an estimated $6.38K and leaving 943 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #200.

Column Capital Advisors first reported a position in ATR in Q4 2019 and has held it in 16 quarters since. The position peaked at $141K in Q1 2021. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

Column Capital Advisors held 943 shares of AptarGroup worth $118K as of Q3 2023.
Column Capital Advisors sold 52 AptarGroup shares in Q3 2023, an estimated $6.38K.
AptarGroup made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #200 holding.
Column Capital Advisors first reported a position in AptarGroup in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's AptarGroup position peaked at $141K in Q1 2021.
424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.