ZIG
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Zullo Investment Group’s AptarGroup ATR Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-274
Closed -$30.1K – 170
2022
Q4 		$30.1K Buy
274
+35
+15% +$3.59K 0.02% 337
2022
Q3 		$23K Buy
239
+53
+28% +$5.51K 0.01% 370
2022
Q2 		$19K Buy
186
+25
+16% +$2.73K 0.01% 403
2022
Q1 		$19K Buy
+161
New +$18.9K 0.01% 427

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Zullo Investment Group's ATR Position: Q1 2023 in Review

Zullo Investment Group sold out of AptarGroup (ATR) in Q1 2023, closing a stake of 274 shares — an estimated $30.1K sold.

Zullo Investment Group first reported a position in ATR in Q1 2022 and held it in 4 quarters. The position peaked at $30.1K in Q4 2022. 407 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

  • Zullo Investment Group reported no remaining AptarGroup position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 274 AptarGroup shares in Q1 2023, an estimated $30.1K.
  • Zullo Investment Group first reported a position in AptarGroup in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's AptarGroup position peaked at $30.1K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.