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Waddell & Reed Financial’s AptarGroup ATR Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$3.9M Sell
27,526
-1,310
-5% -$181K 0.01% 442
2020
Q4 		$3.95M Hold
28,836
– – 0.01% 446
2020
Q3 		$3.26M Buy
+28,836
New +$3.37M 0.01% 436

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waddell & Reed Financial's ATR Position: Q1 2021 in Review

Waddell & Reed Financial reduced its AptarGroup (ATR) stake by 4.5% in Q1 2021, selling an estimated $181K and leaving 27,526 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #442.

Waddell & Reed Financial first reported a position in ATR in Q3 2020 and has held it in 3 quarters since. The position peaked at $3.95M in Q4 2020. 430 funds tracked by Wall St. Rank hold ATR as of Q1 2021.

  • Waddell & Reed Financial held 27,526 shares of AptarGroup worth $3.9M as of Q1 2021.
  • Waddell & Reed Financial sold 1,310 AptarGroup shares in Q1 2021, an estimated $181K.
  • AptarGroup made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #442 holding.
  • Waddell & Reed Financial first reported a position in AptarGroup in Q3 2020 and has held it in 3 quarters since.
  • Waddell & Reed Financial's AptarGroup position peaked at $3.95M in Q4 2020.
  • 430 funds tracked by Wall St. Rank held AptarGroup as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.