JOYN Advisors’s AptarGroup ATR Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-88	Closed	-$8K	–	216
2018 Q4	$8K	Buy	88 +12	+16%	+$1.22K	﹤0.01%	1053
2018 Q3	$8K	Buy	76 +17	+29%	+$1.75K	﹤0.01%	1014
2018 Q2	$6K	Buy	59 +37	+168%	+$3.44K	﹤0.01%	1059
2018 Q1	$2K	Buy	+22	New	+$1.94K	﹤0.01%	1039

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIP

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

JOYN Advisors's ATR Position: Q1 2019 in Review

JOYN Advisors sold out of AptarGroup (ATR) in Q1 2019, closing a stake of 88 shares — an estimated $8K sold.

JOYN Advisors first reported a position in ATR in Q1 2018 and held it in 4 quarters. The position peaked at $8K in Q4 2018. 371 funds tracked by Wall St. Rank hold ATR as of Q1 2019.

JOYN Advisors reported no remaining AptarGroup position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 88 AptarGroup shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in AptarGroup in Q1 2018 and held it in 4 quarters.
JOYN Advisors's AptarGroup position peaked at $8K in Q4 2018.
371 funds tracked by Wall St. Rank held AptarGroup as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.