DI
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Disciplined Investments’s AptarGroup ATR Stock Holding History

Disciplined Investments’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 		– Sell
-13
Closed -$1.51K – 216
2023
Q2 		$1.51K Hold
13
– – ﹤0.01% 780
2023
Q1 		$1.54K Buy
13
+1
+8% +$114 ﹤0.01% 785
2022
Q4 		$1.32K Sell
12
-3
-20% -$308 ﹤0.01% 780
2022
Q3 		$1K Hold
15
– – ﹤0.01% 785
2022
Q2 		$2K Buy
15
+4
+36% +$436 ﹤0.01% 602
2022
Q1 		$1K Buy
+11
New +$1.29K ﹤0.01% 865

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return