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Williamson Legacy Group’s AptarGroup ATR Stock Holding History

Williamson Legacy Group’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
2025
Q1 		– Sell
-5,661
Closed -$889K – 105
2024
Q4 		$889K Buy
5,661
+269
+5% +$44.9K 0.59% 56
2024
Q3 		$864K Buy
5,392
+1,176
+28% +$174K 0.58% 59
2024
Q2 		$594K Buy
+4,216
New +$610K 0.44% 70

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Williamson Legacy Group's ATR Position: Q1 2025 in Review

Williamson Legacy Group sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 5,661 shares — an estimated $889K sold.

Williamson Legacy Group first reported a position in ATR in Q2 2024 and held it in 3 quarters. The position peaked at $889K in Q4 2024. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

  • Williamson Legacy Group reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 5,661 AptarGroup shares in Q1 2025, an estimated $889K.
  • Williamson Legacy Group first reported a position in AptarGroup in Q2 2024 and held it in 3 quarters.
  • Williamson Legacy Group's AptarGroup position peaked at $889K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.