Sugarloaf Wealth Management’s AptarGroup ATR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$8.8K	Hold	56	–	–	﹤0.01%	517
2024 Q3	$8.97K	Hold	56	–	–	﹤0.01%	513
2024 Q2	$7.88K	Hold	56	–	–	﹤0.01%	500
2024 Q1	$8.06K	Hold	56	–	–	﹤0.01%	501
2023 Q4	$6.92K	Hold	56	–	–	﹤0.01%	522
2023 Q3	$7K	Hold	56	–	–	﹤0.01%	506
2023 Q2	$6.49K	Hold	56	–	–	﹤0.01%	524
2023 Q1	$6.62K	Hold	56	–	–	﹤0.01%	522
2022 Q4	$6.16K	Hold	56	–	–	﹤0.01%	555
2022 Q3	$6K	Hold	56	–	–	﹤0.01%	578
2022 Q2	$6K	Hold	56	–	–	﹤0.01%	577
2022 Q1	$7K	Hold	56	–	–	﹤0.01%	519
2021 Q4	$7K	Hold	56	–	–	﹤0.01%	546
2021 Q3	$7K	Hold	56	–	–	﹤0.01%	552
2021 Q2	$8K	Hold	56	–	–	﹤0.01%	519
2021 Q1	$8	Hold	56	–	–	﹤0.01%	517
2020 Q4	$8K	Hold	56	–	–	﹤0.01%	495
2020 Q3	$6K	Hold	56	–	–	﹤0.01%	496
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	491
2020 Q1	$6K	Hold	56	–	–	﹤0.01%	485
2019 Q4	$6K	Buy	+56	New	+$6.37K	﹤0.01%	506

Other funds holding ATR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sugarloaf Wealth Management's ATR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its AptarGroup (ATR) position steady in Q4 2024 at 56 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Sugarloaf Wealth Management first reported a position in ATR in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.97K in Q3 2024. 502 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

Sugarloaf Wealth Management held 56 shares of AptarGroup worth $8.8K as of Q4 2024.
Sugarloaf Wealth Management left its AptarGroup share count unchanged in Q4 2024.
AptarGroup made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #517 holding.
Sugarloaf Wealth Management first reported a position in AptarGroup in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's AptarGroup position peaked at $8.97K in Q3 2024.
502 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.