Jump Financial’s AptarGroup ATR Stock Holding History

Jump 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
2026 Q1	$353K	Sell	2,800 -1,430	-34%	-$186K	0.01%	1410
2025 Q4	$516K	Sell	4,230 -52,171	-93%	-$6.45M	0.01%	1308
2025 Q3	$7.54M	Buy	56,401 +55,079	+4,166%	+$7.96M	0.1%	286
2025 Q2	$207K	Sell	1,322 -3,276	-71%	-$495K	﹤0.01%	1587
2025 Q1	$682K	Buy	4,598 +3,023	+192%	+$455K	0.01%	963
2024 Q4	$247K	Sell	1,575 -18,132	-92%	-$3.03M	0.01%	1401
2024 Q3	$3.16M	Sell	19,707 -9,913	-33%	-$1.47M	0.06%	352
2024 Q2	$4.17M	Buy	29,620 +8,473	+40%	+$1.23M	0.08%	287
2024 Q1	$3.04M	Buy	21,147 +11,567	+121%	+$1.57M	0.08%	282
2023 Q4	$1.18M	Sell	9,580 -39,120	-80%	-$4.92M	0.04%	623
2023 Q3	$6.09M	Buy	48,700 +39,565	+433%	+$4.85M	0.23%	77
2023 Q2	$1.06M	Sell	9,135 -1,191	-12%	-$140K	0.04%	659
2023 Q1	$1.22M	Buy	+10,326	New	+$1.17M	0.05%	529
2022 Q1	–	Sell	-1,686	Closed	-$206K	–	1539
2021 Q4	$206K	Buy	+1,686	New	+$210K	0.01%	1103
2021 Q3	–	Sell	-2,924	Closed	-$412K	–	1092
2021 Q2	$412K	Buy	+2,924	New	+$431K	0.04%	540

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