Covestor’s AptarGroup ATR Stock Holding History

Covestor’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	$38K	Buy	303 +189	+166%	+$24.6K	0.03%	844
2025 Q4	$14K	Buy	114 +9	+9%	+$1.11K	0.01%	1421
2025 Q3	$14K	Sell	105 -4	-4%	-$578	0.01%	1417
2025 Q2	$17K	Sell	109 -3	-3%	-$453	0.01%	1303
2025 Q1	$17K	Buy	112 +1	+0.9%	+$151	0.01%	1242
2024 Q4	$18K	Hold	111	–	–	0.01%	1237
2024 Q3	$18K	Sell	111 -3	-3%	-$445	0.01%	1244
2024 Q2	$16K	Buy	114 +4	+4%	+$579	0.01%	1277
2024 Q1	$16K	Buy	110 +3	+3%	+$406	0.01%	1282
2023 Q4	$13K	Sell	107 -6	-5%	-$754	0.01%	1371
2023 Q3	$14K	Buy	113 +14	+14%	+$1.72K	0.01%	1253
2023 Q2	$12K	Sell	99 -286	-74%	-$33.5K	0.01%	1345
2023 Q1	$46K	Sell	385 -48	-11%	-$5.46K	0.04%	737
2022 Q4	$48K	Buy	433 +59	+16%	+$6.06K	0.04%	738
2022 Q3	$36K	Sell	374 -8	-2%	-$832	0.03%	817
2022 Q2	$39K	Buy	382 +266	+229%	+$29K	0.03%	811
2022 Q1	$14K	Buy	116 +52	+81%	+$6.11K	0.01%	1176
2021 Q4	$8K	Buy	+64	New	+$7.96K	0.01%	1080

Other funds holding ATR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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