Next Financial Group’s AptarGroup ATR Stock Holding History

Next Financial Group’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 Q4	$5K	Buy	42 +33	+367%	+$4.11K	﹤0.01%	2395
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	2570
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	2487
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	2371
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	2248
2020 Q3	$1K	Buy	+9	New	+$1.05K	﹤0.01%	2083
2019 Q3	–	Sell	-1,433	Closed	-$178K	–	2301
2019 Q2	$178K	Buy	+1,433	New	+$163K	0.02%	704
2017 Q3	–	Sell	-48	Closed	-$4K	–	1751
2017 Q2	$4K	Hold	48	–	–	﹤0.01%	1582
2017 Q1	$4K	Sell	48 -55	-53%	-$4.11K	﹤0.01%	1545
2016 Q4	$8K	Hold	103	–	–	﹤0.01%	1722
2016 Q3	$8K	Sell	103 -5	-5%	-$391	﹤0.01%	1734
2016 Q2	$8K	Hold	108	–	–	﹤0.01%	1259
2016 Q1	$8K	Buy	108 +48	+80%	+$3.52K	﹤0.01%	1221
2015 Q4	$4K	Hold	60	–	–	﹤0.01%	1430
2015 Q3	$3K	Buy	+60	New	+$3.98K	﹤0.01%	1530
2014 Q4	–	Sell	-229	Closed	-$14K	–	1909
2014 Q3	$14K	Hold	229	–	–	﹤0.01%	1591
2014 Q2	$14K	Buy	+229	New	+$15.2K	0.01%	695

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

CIP

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

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

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

Next Financial Group's ATR Position: Q4 2021 in Review

Next Financial Group increased its AptarGroup (ATR) stake by 367% in Q4 2021, buying an estimated $4.11K and bringing the position to 42 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Next Financial Group first reported a position in ATR in Q2 2014 and has held it in 17 quarters since. The position peaked at $178K in Q2 2019. 412 funds tracked by Wall St. Rank hold ATR as of Q4 2021.

Next Financial Group held 42 shares of AptarGroup worth $5K as of Q4 2021.
Next Financial Group bought 33 AptarGroup shares in Q4 2021, an estimated $4.11K.
AptarGroup made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2395 holding.
Next Financial Group first reported a position in AptarGroup in Q2 2014 and has held it in 17 quarters since.
Next Financial Group's AptarGroup position peaked at $178K in Q2 2019.
412 funds tracked by Wall St. Rank held AptarGroup as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.