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Schechter Investment Advisors’s Avery Dennison AVY Stock Holding History

Schechter Investment Advisors’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$613K Sell
3,442
-10
-0.3% -$1.84K 0.05% 324
2024
Q4 		$646K Sell
3,452
-170
-5% -$34.7K 0.05% 329
2024
Q3 		$800K Sell
3,622
-1,187
-25% -$256K 0.06% 296
2024
Q2 		$1.05M Sell
4,809
-8
-0.2% -$1.78K 0.08% 228
2024
Q1 		$1.08M Sell
4,817
-146
-3% -$30.3K 0.08% 230
2023
Q4 		$1M Sell
4,963
-299
-6% -$55.9K 0.09% 232
2023
Q3 		$961K Sell
5,262
-70
-1% -$12.7K 0.09% 229
2023
Q2 		$916K Sell
5,332
-57
-1% -$9.74K 0.08% 259
2023
Q1 		$964K Sell
5,389
-177
-3% -$32.2K 0.09% 262
2022
Q4 		$1.01M Sell
5,566
-233
-4% -$41.5K 0.09% 286
2022
Q3 		$944K Buy
5,799
+436
+8% +$79.1K 0.09% 297
2022
Q2 		$868K Buy
5,363
+509
+10% +$87K 0.08% 335
2022
Q1 		$844K Buy
4,854
+487
+11% +$90.5K 0.08% 368
2021
Q4 		$946K Buy
+4,367
New +$934K 0.09% 324

Other funds holding AVY

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Avery Dennison (AVY) stake by 0.29% in Q1 2025, selling an estimated $1.84K and leaving 3,442 shares worth $613K. The position accounts for 0.05% of the portfolio, ranked #324.

Schechter Investment Advisors first reported a position in AVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • Schechter Investment Advisors held 3,442 shares of Avery Dennison worth $613K as of Q1 2025.
  • Schechter Investment Advisors sold 10 Avery Dennison shares in Q1 2025, an estimated $1.84K.
  • Avery Dennison made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #324 holding.
  • Schechter Investment Advisors first reported a position in Avery Dennison in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Avery Dennison position peaked at $1.08M in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

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