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Kula Investments’s AptarGroup ATR Stock Holding History

Kula Investments’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
2023
Q1 		$858K Buy
+7,263
New +$826K 0.21% 172

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kula Investments's ATR Position: Q1 2023 in Review

Kula Investments opened a new position in AptarGroup (ATR) in Q1 2023: 7,263 shares worth $858K. The stake represents 0.21% of the portfolio and ranks #172 among its holdings.

408 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

  • Kula Investments held 7,263 shares of AptarGroup worth $858K as of Q1 2023.
  • AptarGroup was a new Kula Investments position in Q1 2023.
  • AptarGroup made up 0.21% of Kula Investments's portfolio in Q1 2023, its #172 holding.
  • 408 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.