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Longfellow Investment Management’s AptarGroup ATR Stock Holding History

Longfellow Investment 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
2022
Q4 		– Sell
-2
Closed – – 277
2022
Q3 		$0 Hold
2
– – ﹤0.01% 328
2022
Q2 		$1K Hold
2
– – ﹤0.01% 314
2022
Q1 		$1K Hold
2
– – ﹤0.01% 342
2021
Q4 		$1K Hold
2
– – ﹤0.01% 348
2021
Q3 		$1K Hold
2
– – ﹤0.01% 375
2021
Q2 		$1K Hold
2
– – ﹤0.01% 389
2021
Q1 		$1K Hold
2
– – ﹤0.01% 445
2020
Q4 		$1K Buy
+2
New +$248 ﹤0.01% 466

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Longfellow Investment Management's ATR Position: Q4 2022 in Review

Longfellow Investment Management sold out of AptarGroup (ATR) in Q4 2022, closing a stake of 2 shares.

Longfellow Investment Management first reported a position in ATR in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 382 funds tracked by Wall St. Rank hold ATR as of Q4 2022.

  • Longfellow Investment Management reported no remaining AptarGroup position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 2 AptarGroup shares in Q4 2022.
  • Longfellow Investment Management first reported a position in AptarGroup in Q4 2020 and held it in 8 quarters.
  • Longfellow Investment Management's AptarGroup position peaked at $1K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held AptarGroup as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.