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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Financial Management's ATR Position: Q3 2021 in Review

Boston Financial Management sold out of AptarGroup (ATR) in Q3 2021, closing a stake of 1,548 shares — an estimated $218K sold.

Boston Financial Management first reported a position in ATR in Q4 2018 and held it in 11 quarters. The position peaked at $352K in Q2 2019. 420 funds tracked by Wall St. Rank hold ATR as of Q3 2021.

Boston Financial Management reported no remaining AptarGroup position as of Q3 2021 after selling out during the quarter.
Boston Financial Management sold 1,548 AptarGroup shares in Q3 2021, an estimated $218K.
Boston Financial Management first reported a position in AptarGroup in Q4 2018 and held it in 11 quarters.
Boston Financial Management's AptarGroup position peaked at $352K in Q2 2019.
420 funds tracked by Wall St. Rank held AptarGroup as of Q3 2021.

Based on Boston Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.