Echo Street Capital Management’s AptarGroup ATR Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-15,672	Closed	-$1.96M	–	43
2023 Q3	$1.96M	Sell	15,672 -13,746	-47%	-$1.69M	0.02%	98
2023 Q2	$3.41M	Buy	29,418 +24,743	+529%	+$2.9M	0.03%	80
2023 Q1	$553K	Buy	+4,675	New	+$532K	0.01%	238
2021 Q4	–	Sell	-5,876	Closed	-$701K	–	620
2021 Q3	$701K	Buy	+5,876	New	+$773K	﹤0.01%	330
2016 Q4	–	Sell	-19,731	Closed	-$1.53M	–	157
2016 Q3	$1.53M	Buy	19,731 +1,678	+9%	+$131K	0.06%	172
2016 Q2	$1.43M	Buy	18,053 +1,600	+10%	+$124K	0.06%	144
2016 Q1	$1.29M	Buy	16,453 +5,030	+44%	+$369K	0.07%	138
2015 Q4	$830K	Buy	11,423 +3,002	+36%	+$217K	0.04%	169
2015 Q3	$555K	Buy	+8,421	New	+$558K	0.02%	178
2014 Q4	–	Sell	-82,145	Closed	-$4.99M	–	127
2014 Q3	$4.99M	Buy	+82,145	New	+$5.22M	0.29%	107

Other funds holding ATR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Echo Street Capital Management's ATR Position: Q4 2023 in Review

Echo Street Capital Management sold out of AptarGroup (ATR) in Q4 2023, closing a stake of 15,672 shares — an estimated $1.96M sold.

Echo Street Capital Management first reported a position in ATR in Q3 2014 and held it in 10 quarters. The position peaked at $4.99M in Q3 2014. 469 funds tracked by Wall St. Rank hold ATR as of Q4 2023.

Echo Street Capital Management reported no remaining AptarGroup position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 15,672 AptarGroup shares in Q4 2023, an estimated $1.96M.
Echo Street Capital Management first reported a position in AptarGroup in Q3 2014 and held it in 10 quarters.
Echo Street Capital Management's AptarGroup position peaked at $4.99M in Q3 2014.
469 funds tracked by Wall St. Rank held AptarGroup as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.