Crawford Investment Counsel’s AptarGroup ATR Stock Holding History

Crawford Investment Counsel’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	$51.5M	Buy	408,536 +44,214	+12%	+$5.76M	0.88%	39
2025 Q4	$44.4M	Buy	364,322 +119,831	+49%	+$14.8M	0.74%	42
2025 Q3	$32.7M	Buy	244,491 +71,630	+41%	+$10.4M	0.54%	49
2025 Q2	$27M	Buy	172,861 +77,301	+81%	+$11.7M	0.47%	54
2025 Q1	$14.2M	Sell	95,560 -807	-0.8%	-$121K	0.25%	87
2024 Q4	$15.1M	Sell	96,367 -737	-0.8%	-$123K	0.27%	85
2024 Q3	$15.6M	Buy	97,104 +592	+0.6%	+$87.7K	0.27%	85
2024 Q2	$13.6M	Buy	96,512 +96	+0.1%	+$13.9K	0.26%	80
2024 Q1	$13.9M	Buy	96,416 +1,337	+1%	+$181K	0.26%	79
2023 Q4	$11.8M	Buy	95,079 +1,126	+1%	+$142K	0.24%	78
2023 Q3	$11.7M	Buy	93,953 +2,502	+3%	+$307K	0.25%	76
2023 Q2	$10.6M	Buy	91,451 +2,014	+2%	+$236K	0.22%	86
2023 Q1	$10.6M	Buy	89,437 +84,785	+1,823%	+$9.64M	0.23%	82
2022 Q4	$512K	Buy	4,652 +124	+3%	+$12.7K	0.01%	227
2022 Q3	$430K	Buy	4,528 +338	+8%	+$35.2K	0.01%	233
2022 Q2	$432K	Buy	+4,190	New	+$457K	0.01%	239

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