Mitchell & Pahl Private Wealth’s AptarGroup ATR Stock Holding History

Mitchell & Pahl Private Wealth’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
2021 Q3	–	Sell	-1,641	Closed	-$231K	–	160
2021 Q2	$231K	Hold	1,641	–	–	0.17%	141
2021 Q1	$232K	Buy	1,641 +35	+2%	+$4.83K	0.18%	134
2020 Q4	$220K	Buy	+1,606	New	+$199K	0.19%	137

Other funds holding ATR

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

CIP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mitchell & Pahl Private Wealth's ATR Position: Q3 2021 in Review

Mitchell & Pahl Private Wealth sold out of AptarGroup (ATR) in Q3 2021, closing a stake of 1,641 shares — an estimated $231K sold.

Mitchell & Pahl Private Wealth first reported a position in ATR in Q4 2020 and held it in 3 quarters. The position peaked at $232K in Q1 2021. 420 funds tracked by Wall St. Rank hold ATR as of Q3 2021.

Mitchell & Pahl Private Wealth reported no remaining AptarGroup position as of Q3 2021 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 1,641 AptarGroup shares in Q3 2021, an estimated $231K.
Mitchell & Pahl Private Wealth first reported a position in AptarGroup in Q4 2020 and held it in 3 quarters.
Mitchell & Pahl Private Wealth's AptarGroup position peaked at $232K in Q1 2021.
420 funds tracked by Wall St. Rank held AptarGroup as of Q3 2021.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.