UMB Bank’s AptarGroup ATR Stock Holding History

UMB Bank’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
2026 Q1	$111K	Buy	878 +129	+17%	+$16.8K	﹤0.01%	934
2025 Q4	$91.3K	Buy	749 +328	+78%	+$40.5K	﹤0.01%	992
2025 Q3	$56.3K	Sell	421 -415	-50%	-$60K	﹤0.01%	1115
2025 Q2	$131K	Buy	836 +233	+39%	+$35.2K	﹤0.01%	730
2025 Q1	$89.5K	Buy	603 +325	+117%	+$48.9K	﹤0.01%	808
2024 Q4	$43.7K	Buy	278 +43	+18%	+$7.18K	﹤0.01%	968
2024 Q3	$37.6K	Buy	235 +192	+447%	+$28.4K	﹤0.01%	963
2024 Q2	$6.05K	Sell	43 -175	-80%	-$25.3K	﹤0.01%	1376
2024 Q1	$31.4K	Buy	218 +18	+9%	+$2.44K	﹤0.01%	945
2023 Q4	$24.7K	Hold	200	–	–	﹤0.01%	1001
2023 Q3	$25K	Hold	200	–	–	﹤0.01%	1013
2023 Q2	$23.2K	Hold	200	–	–	﹤0.01%	1062
2023 Q1	$23.6K	Hold	200	–	–	﹤0.01%	1043
2022 Q4	$22K	Hold	200	–	–	﹤0.01%	1083
2022 Q3	$19K	Sell	200 -21	-10%	-$2.19K	﹤0.01%	1118
2022 Q2	$23K	Sell	221 -9	-4%	-$982	﹤0.01%	1122
2022 Q1	$28K	Hold	230	–	–	﹤0.01%	1122
2021 Q4	$28K	Buy	+230	New	+$28.6K	﹤0.01%	1165

Other funds holding ATR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Victory Capital Management

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

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return