Evergreen Capital Management
ATR icon

Evergreen Capital Management’s AptarGroup ATR Stock Holding History

Evergreen 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
2026
Q3 		$1.06M Sell
8,725
-513
-6% -$66.5K 0.02% 490
2026
Q2 		$1.16M Buy
9,238
+5,653
+158% +$686K 0.02% 481
2026
Q1 		$452K Buy
+3,585
New +$467K 0.01% 852
2025
Q4 		– Sell
-1,572
Closed -$210K – 1427
2025
Q3 		$210K Buy
+1,572
New +$227K 0.01% 1206

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Evergreen Capital Management's ATR Position: Q3 2026 in Review

Evergreen Capital Management reduced its AptarGroup (ATR) stake by 5.6% in Q3 2026, selling an estimated $66.5K and leaving 8,725 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #490.

Evergreen Capital Management first reported a position in ATR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q2 2026. 248 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

  • Evergreen Capital Management held 8,725 shares of AptarGroup worth $1.06M as of Q3 2026.
  • Evergreen Capital Management sold 513 AptarGroup shares in Q3 2026, an estimated $66.5K.
  • AptarGroup made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #490 holding.
  • Evergreen Capital Management first reported a position in AptarGroup in Q3 2025 and has held it in 4 quarters since.
  • Evergreen Capital Management's AptarGroup position peaked at $1.16M in Q2 2026.
  • 248 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.