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Eaton Financial Holdings’s AptarGroup ATR Stock Holding History

Eaton Financial Holdings’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
2024
Q1 		– Sell
-3,110
Closed -$384K – 72
2023
Q4 		$384K Sell
3,110
-194
-6% -$24.4K 0.09% 139
2023
Q3 		$413K Buy
+3,304
New +$405K 0.11% 133

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eaton Financial Holdings's ATR Position: Q1 2024 in Review

Eaton Financial Holdings sold out of AptarGroup (ATR) in Q1 2024, closing a stake of 3,110 shares — an estimated $384K sold.

Eaton Financial Holdings first reported a position in ATR in Q3 2023 and held it in 2 quarters. The position peaked at $413K in Q3 2023. 467 funds tracked by Wall St. Rank hold ATR as of Q1 2024.

  • Eaton Financial Holdings reported no remaining AptarGroup position as of Q1 2024 after selling out during the quarter.
  • Eaton Financial Holdings sold 3,110 AptarGroup shares in Q1 2024, an estimated $384K.
  • Eaton Financial Holdings first reported a position in AptarGroup in Q3 2023 and held it in 2 quarters.
  • Eaton Financial Holdings's AptarGroup position peaked at $413K in Q3 2023.
  • 467 funds tracked by Wall St. Rank held AptarGroup as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.