Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s AptarGroup ATR Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-4,516
Closed -$551K – 959
2025
Q4 		$551K Sell
4,516
-1,754
-28% -$217K ﹤0.01% 782
2025
Q3 		$838K Sell
6,270
-63,627
-91% -$9.2M ﹤0.01% 750
2025
Q2 		$10.9M Sell
69,897
-50,799
-42% -$7.67M 0.04% 286
2025
Q1 		$17.9M Buy
+120,696
New +$18.2M 0.07% 242
2017
Q2 		– Sell
-28,460
Closed -$2.19M – 927
2017
Q1 		$2.19M Buy
28,460
+100
+0.4% +$7.47K 0.04% 403
2016
Q4 		$2.08M Sell
28,360
-57,050
-67% -$4.25M 0.04% 408
2016
Q3 		$6.61M Buy
85,410
+41,025
+92% +$3.21M 0.12% 221
2016
Q2 		$3.51M Buy
44,385
+6,420
+17% +$497K 0.07% 311
2016
Q1 		$2.98M Sell
37,965
-12,940
-25% -$949K 0.06% 315
2015
Q4 		$3.7M Buy
50,905
+500
+1% +$36.1K 0.07% 247
2015
Q3 		$3.33M Sell
50,405
-7,160
-12% -$475K 0.07% 268
2015
Q2 		$3.67M Sell
57,565
-4,900
-8% -$313K 0.07% 265
2015
Q1 		$3.97M Buy
62,465
+6,400
+11% +$412K 0.07% 254
2014
Q4 		$3.75M Buy
56,065
+44,335
+378% +$2.81M 0.06% 289
2014
Q3 		$712K Buy
+11,730
New +$746K 0.01% 555

Other funds holding ATR

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Jacobs Levy Equity Management's ATR Position: Q1 2026 in Review

Jacobs Levy Equity Management sold out of AptarGroup (ATR) in Q1 2026, closing a stake of 4,516 shares — an estimated $551K sold.

Jacobs Levy Equity Management first reported a position in ATR in Q3 2014 and held it in 15 quarters. The position peaked at $17.9M in Q1 2025. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Jacobs Levy Equity Management reported no remaining AptarGroup position as of Q1 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 4,516 AptarGroup shares in Q1 2026, an estimated $551K.
  • Jacobs Levy Equity Management first reported a position in AptarGroup in Q3 2014 and held it in 15 quarters.
  • Jacobs Levy Equity Management's AptarGroup position peaked at $17.9M in Q1 2025.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.