Boit C.F. David’s AptarGroup ATR Stock Holding History

Boit C.F. David’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
2026 Q3	$363K	Hold	3,000	–	–	0.15%	71
2026 Q2	$376K	Hold	3,000	–	–	0.16%	72
2026 Q1	$378K	Hold	3,000	–	–	0.17%	72
2025 Q4	$372K	Hold	3,000	–	–	0.16%	73
2025 Q3	$401K	Hold	3,000	–	–	0.18%	70
2025 Q2	$469K	Hold	3,000	–	–	0.23%	63
2025 Q1	$445K	Hold	3,000	–	–	0.22%	64
2024 Q4	$471K	Hold	3,000	–	–	0.19%	65
2024 Q3	$476K	Hold	3,000	–	–	0.24%	65
2024 Q2	$422K	Hold	3,000	–	–	0.22%	64
2024 Q1	$376K	Hold	3,000	–	–	0.21%	64
2023 Q4	$376K	Buy	+3,000	New	+$377K	0.21%	64

Other funds holding ATR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Boit C.F. David's ATR Position: Q3 2026 in Review

Boit C.F. David held its AptarGroup (ATR) position steady in Q3 2026 at 3,000 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #71.

Boit C.F. David first reported a position in ATR in Q4 2023 and has held it in 12 quarters since. The position peaked at $476K in Q3 2024. 247 funds tracked by Wall St. Rank hold ATR as of Q3 2026.

Boit C.F. David held 3,000 shares of AptarGroup worth $363K as of Q3 2026.
Boit C.F. David left its AptarGroup share count unchanged in Q3 2026.
AptarGroup made up 0.15% of Boit C.F. David's portfolio in Q3 2026, its #71 holding.
Boit C.F. David first reported a position in AptarGroup in Q4 2023 and has held it in 12 quarters since.
Boit C.F. David's AptarGroup position peaked at $476K in Q3 2024.
247 funds tracked by Wall St. Rank held AptarGroup as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.