Veritable’s AptarGroup ATR Stock Holding History

Veritable’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	–	Sell	-1,728	Closed	-$200K	–	63
2023 Q2	$200K	Hold	1,728	–	–	﹤0.01%	854
2023 Q1	$204K	Buy	+1,728	New	+$196K	﹤0.01%	841

Other funds holding ATR

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

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

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

BTW

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

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

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

Veritable's ATR Position: Q3 2023 in Review

Veritable sold out of AptarGroup (ATR) in Q3 2023, closing a stake of 1,728 shares — an estimated $200K sold.

Veritable first reported a position in ATR in Q1 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

Veritable reported no remaining AptarGroup position as of Q3 2023 after selling out during the quarter.
Veritable sold 1,728 AptarGroup shares in Q3 2023, an estimated $200K.
Veritable first reported a position in AptarGroup in Q1 2023 and held it in 2 quarters.
Veritable's AptarGroup position peaked at $204K in Q1 2023.
424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.