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Operose Advisors’s AptarGroup ATR Stock Holding History

Operose Advisors’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
2024
Q4 		– Sell
-23
Closed -$3.68K – 442
2024
Q3 		$3.68K Hold
23
– – ﹤0.01% 554
2024
Q2 		$3.24K Hold
23
– – ﹤0.01% 518
2024
Q1 		$3.31K Hold
23
– – ﹤0.01% 565
2023
Q4 		$2.84K Hold
23
– – ﹤0.01% 548
2023
Q3 		$2.88K Buy
+23
New +$2.82K ﹤0.01% 684

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Operose Advisors's ATR Position: Q4 2024 in Review

Operose Advisors sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 23 shares — an estimated $3.68K sold.

Operose Advisors first reported a position in ATR in Q3 2023 and held it in 5 quarters. The position peaked at $3.68K in Q3 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • Operose Advisors reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 23 AptarGroup shares in Q4 2024, an estimated $3.68K.
  • Operose Advisors first reported a position in AptarGroup in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's AptarGroup position peaked at $3.68K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.