FourThought Financial’s AptarGroup ATR Stock Holding History

FourThought Financial’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
2022 Q3	$17K	Buy	182 +17	+10%	+$1.77K	﹤0.01%	895
2022 Q2	$17K	Hold	165	–	–	﹤0.01%	898
2022 Q1	$19K	Sell	165 -17	-9%	-$2K	﹤0.01%	910
2021 Q4	$22K	Sell	182 -98	-35%	-$12.2K	﹤0.01%	902
2021 Q3	$33K	Hold	280	–	–	﹤0.01%	810
2021 Q2	$39K	Hold	280	–	–	0.01%	777
2021 Q1	$39K	Hold	280	–	–	0.01%	745
2020 Q4	$38K	Buy	+280	New	+$34.8K	0.01%	729

Other funds holding ATR

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FourThought Financial's ATR Position: Q3 2022 in Review

FourThought Financial increased its AptarGroup (ATR) stake by 10% in Q3 2022, buying an estimated $1.77K and bringing the position to 182 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

FourThought Financial first reported a position in ATR in Q4 2020 and has held it in 8 quarters since. The position peaked at $39K in Q2 2021. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

FourThought Financial held 182 shares of AptarGroup worth $17K as of Q3 2022.
FourThought Financial bought 17 AptarGroup shares in Q3 2022, an estimated $1.77K.
AptarGroup made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #895 holding.
FourThought Financial first reported a position in AptarGroup in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's AptarGroup position peaked at $39K in Q2 2021.
380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.