Jones Financial Companies
ATR icon

Jones Financial Companies’s AptarGroup ATR Stock Holding History

Jones Financial Companies’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 		$19.3M Buy
158,171
+149,828
+1,796% +$19.5M 0.01% 602
2025
Q4 		$1.02M Buy
8,343
+7,130
+588% +$881K ﹤0.01% 1225
2025
Q3 		$161K Buy
1,213
+587
+94% +$84.9K ﹤0.01% 1874
2025
Q2 		$97.6K Sell
626
-45
-7% -$6.8K ﹤0.01% 1949
2025
Q1 		$98.6K Buy
671
+80
+14% +$12K ﹤0.01% 1780
2024
Q4 		$92.9K Buy
591
+447
+310% +$74.6K ﹤0.01% 1649
2024
Q3 		$23.1K Buy
144
+49
+52% +$7.26K ﹤0.01% 1908
2024
Q2 		$13.4K Buy
95
+20
+27% +$2.89K ﹤0.01% 1663
2024
Q1 		$10.8K Buy
+75
New +$10.2K ﹤0.01% 1055

Other funds holding ATR

BlackRock
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
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