Steward Financial Group’s AptarGroup ATR Stock Holding History

Steward 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
2023 Q3	$7K	Buy	+59	New	+$7.24K	﹤0.01%	477
2023 Q2	–	Sell	-55	Closed	-$6K	–	470
2023 Q1	$6K	Buy	55 +31	+129%	+$3.52K	﹤0.01%	267
2022 Q4	$2K	Buy	+24	New	+$2.46K	﹤0.01%	306
2022 Q3	–	Sell	-14	Closed	-$1K	–	152
2022 Q2	$1K	Buy	+14	New	+$1.53K	﹤0.01%	656

Other funds holding ATR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Steward Financial Group's ATR Position: Q3 2023 in Review

Steward Financial Group opened a new position in AptarGroup (ATR) in Q3 2023: 59 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ATR as recently as Q1 2023.

Steward Financial Group first reported a position in ATR in Q2 2022 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

Steward Financial Group held 59 shares of AptarGroup worth $7K as of Q3 2023.
AptarGroup was a new Steward Financial Group position in Q3 2023.
AptarGroup made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #477 holding.
Steward Financial Group first reported a position in AptarGroup in Q2 2022 and has held it in 4 quarters since.
424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.