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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 $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $13.1B AUM 24.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Disciplined Investments's ATR Position: Q3 2023 in Review

Disciplined Investments sold out of AptarGroup (ATR) in Q3 2023, closing a stake of 13 shares — an estimated $1.51K sold.

Disciplined Investments first reported a position in ATR in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

  • Disciplined Investments reported no remaining AptarGroup position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 AptarGroup shares in Q3 2023, an estimated $1.51K.
  • Disciplined Investments first reported a position in AptarGroup in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's AptarGroup position peaked at $2K in Q2 2022.
  • 424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.