SevenBridge Financial Group’s AptarGroup ATR Stock Holding History

SevenBridge 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
2019 Q3	–	Sell	-180	Closed	-$22K	–	175
2019 Q2	$22K	Hold	180	–	–	0.01%	376
2019 Q1	$19K	Hold	180	–	–	0.01%	346
2018 Q4	$17K	Hold	180	–	–	0.01%	321
2018 Q3	$19K	Hold	180	–	–	0.01%	345
2018 Q2	$17K	Hold	180	–	–	0.01%	362
2018 Q1	$16K	Hold	180	–	–	0.01%	379
2017 Q4	$16K	Hold	180	–	–	0.01%	395
2017 Q3	$16K	Sell	180 -357	-66%	-$30.4K	0.01%	394
2017 Q2	$47K	Sell	537 -35	-6%	-$2.88K	0.03%	266
2017 Q1	$44K	Sell	572 -433	-43%	-$32.3K	0.03%	266
2016 Q4	$76K	Hold	1,005	–	–	0.06%	218
2016 Q3	$76K	Sell	1,005 -2,179	-68%	-$170K	0.06%	215
2016 Q2	$252K	Buy	+3,184	New	+$246K	0.18%	111

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State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

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

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return