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Schechter Investment Advisors’s AptarGroup ATR Stock Holding History

Schechter Investment 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
2025
Q1 		$203K Sell
1,366
-43
-3% -$6.47K 0.02% 553
2024
Q4 		$221K Sell
1,409
-18
-1% -$3.01K 0.02% 554
2024
Q3 		$229K Sell
1,427
-60
-4% -$8.89K 0.02% 559
2024
Q2 		$209K Sell
1,487
-25
-2% -$3.62K 0.02% 555
2024
Q1 		$218K Buy
+1,512
New +$205K 0.02% 566

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Schechter Investment Advisors's ATR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its AptarGroup (ATR) stake by 3.1% in Q1 2025, selling an estimated $6.47K and leaving 1,366 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #553.

Schechter Investment Advisors first reported a position in ATR in Q1 2024 and has held it in 5 quarters since. The position peaked at $229K in Q3 2024. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

  • Schechter Investment Advisors held 1,366 shares of AptarGroup worth $203K as of Q1 2025.
  • Schechter Investment Advisors sold 43 AptarGroup shares in Q1 2025, an estimated $6.47K.
  • AptarGroup made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #553 holding.
  • Schechter Investment Advisors first reported a position in AptarGroup in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's AptarGroup position peaked at $229K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.