Shine Investment Advisory Services’s AptarGroup ATR Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$5K	Hold	46	–	–	﹤0.01%	622
2020 Q2	$5K	Hold	46	–	–	﹤0.01%	630
2020 Q1	$5K	Hold	46	–	–	﹤0.01%	601
2019 Q4	$5K	Sell	46 -17	-27%	-$1.93K	﹤0.01%	654
2019 Q3	$7K	Hold	63	–	–	﹤0.01%	608
2019 Q2	$8K	Hold	63	–	–	﹤0.01%	565
2019 Q1	$7K	Hold	63	–	–	﹤0.01%	589
2018 Q4	$6K	Hold	63	–	–	﹤0.01%	584
2018 Q3	$7K	Hold	63	–	–	﹤0.01%	565
2018 Q2	$6K	Hold	63	–	–	﹤0.01%	594
2018 Q1	$6K	Sell	63 -374	-86%	-$33K	﹤0.01%	587
2017 Q4	$38K	Sell	437 -487	-53%	-$42.5K	0.02%	350
2017 Q3	$80K	Hold	924	–	–	0.04%	199
2017 Q2	$80K	Buy	+924	New	+$76.1K	0.04%	181

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

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

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

Shine Investment Advisory Services's ATR Position: Q3 2020 in Review

Shine Investment Advisory Services held its AptarGroup (ATR) position steady in Q3 2020 at 46 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Shine Investment Advisory Services first reported a position in ATR in Q2 2017 and has held it in 14 quarters since. The position peaked at $80K in Q3 2017. 414 funds tracked by Wall St. Rank hold ATR as of Q3 2020.

Shine Investment Advisory Services held 46 shares of AptarGroup worth $5K as of Q3 2020.
Shine Investment Advisory Services left its AptarGroup share count unchanged in Q3 2020.
AptarGroup made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #622 holding.
Shine Investment Advisory Services first reported a position in AptarGroup in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's AptarGroup position peaked at $80K in Q3 2017.
414 funds tracked by Wall St. Rank held AptarGroup as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.