Fiduciary Trust’s AptarGroup ATR Stock Holding History

Fiduciary Trust’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 Q1	$1.71M	Buy	13,558 +40	+0.3%	+$5.21K	0.02%	307
2025 Q4	$1.65M	Sell	13,518 -539	-4%	-$66.6K	0.02%	320
2025 Q3	$1.88M	Buy	14,057 +441	+3%	+$63.8K	0.02%	292
2025 Q2	$2.13M	Sell	13,616 -615	-4%	-$92.9K	0.03%	275
2025 Q1	$2.11M	Buy	14,231 +11,218	+372%	+$1.69M	0.03%	264
2024 Q4	$473K	Buy	3,013 +745	+33%	+$124K	0.01%	483
2024 Q3	$363K	Hold	2,268	–	–	0.01%	528
2024 Q2	$319K	Buy	2,268 +820	+57%	+$119K	﹤0.01%	532
2024 Q1	$208K	Buy	+1,448	New	+$196K	﹤0.01%	619
2022 Q2	–	Sell	-1,948	Closed	-$229K	–	629
2022 Q1	$229K	Sell	1,948 -60	-3%	-$7.05K	﹤0.01%	610
2021 Q4	$246K	Buy	+2,008	New	+$250K	﹤0.01%	602
2021 Q3	–	Sell	-1,605	Closed	-$226K	–	647
2021 Q2	$226K	Buy	+1,605	New	+$237K	﹤0.01%	601

Other funds holding ATR

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return