UCFA
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United Capital Financial Advisors’s AptarGroup ATR Stock Holding History

United Capital Financial Advisors’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 		$313K Buy
+2,484
New +$324K ﹤0.01% 1329
2020
Q2 		– Sell
-2,052
Closed -$204K – 1190
2020
Q1 		$204K Sell
2,052
-2,268
-53% -$246K ﹤0.01% 1065
2019
Q4 		$499K Buy
+4,320
New +$491K ﹤0.01% 989

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VPM
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VCM
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State Street
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Victory Capital Management
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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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return