TAX MANAGED SMALL CAP PORTFOLIO ATR Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's AptarGroup Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 36,109.00 shares of AptarGroup Inc(ATR), totaling $5.41 Mil. This investment constitutes 2.89% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.05% of the outstanding AptarGroup Inc(ATR) stock.
The initial trade took place in 2022Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 7 purchases of ATR, at an average price of $112.88, for a total of 42,543.00 shares. In addition, there have been 1 sales at an average price of $164.41 for 6,434.00 shares. Based on historical transaction data and ATR's current price of $159.73, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his ATR holdings is $2.02 Mil, reflecting a 42.13% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO ATR ($159.73) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO ATR ($159.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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