BFM
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Boston Financial Management’s AptarGroup ATR Stock Holding History

Boston Financial Management’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
Q3 		– Sell
-1,548
Closed -$218K – 258
2021
Q2 		$218K Sell
1,548
-390
-20% -$57.5K 0.01% 232
2021
Q1 		$275K Sell
1,938
-75
-4% -$10.3K 0.01% 210
2020
Q4 		$276K Sell
2,013
-300
-13% -$37.2K 0.01% 208
2020
Q3 		$262K Sell
2,313
-217
-9% -$25.4K 0.01% 218
2020
Q2 		$283K Hold
2,530
– – 0.02% 204
2020
Q1 		$252K Hold
2,530
– – 0.02% 207
2019
Q4 		$293K Sell
2,530
-300
-11% -$34.1K 0.02% 210
2019
Q3 		$335K Hold
2,830
– – 0.02% 210
2019
Q2 		$352K Sell
2,830
-400
-12% -$45.6K 0.02% 210
2019
Q1 		$344K Buy
3,230
+330
+11% +$33K 0.02% 214
2018
Q4 		$273K Buy
+2,900
New +$296K 0.02% 227

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return