Choate Investment Advisors’s AptarGroup ATR Stock Holding History

Choate Investment Advisors’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 Q1	$3.88M	Sell	30,753 -9,865	-24%	-$1.29M	0.08%	105
2025 Q4	$4.95M	Sell	40,618 -33,977	-46%	-$4.2M	0.1%	87
2025 Q3	$9.97M	Sell	74,595 -12,933	-15%	-$1.87M	0.21%	55
2025 Q2	$13.7M	Sell	87,528 -6,844	-7%	-$1.03M	0.3%	44
2025 Q1	$14M	Sell	94,372 -7,142	-7%	-$1.08M	0.35%	41
2024 Q4	$15.9M	Sell	101,514 -8,401	-8%	-$1.4M	0.38%	35
2024 Q3	$17.6M	Sell	109,915 -3,557	-3%	-$527K	0.45%	33
2024 Q2	$16M	Sell	113,472 -1,724	-1%	-$249K	0.42%	34
2024 Q1	$16.6M	Sell	115,196 -959	-0.8%	-$130K	0.45%	27
2023 Q4	$14.4M	Buy	116,155 +110,012	+1,791%	+$13.8M	0.44%	26
2023 Q3	$768K	Hold	6,143	–	–	0.03%	194
2023 Q2	$712K	Sell	6,143 -19	-0.3%	-$2.23K	0.03%	175
2023 Q1	$728K	Hold	6,162	–	–	0.04%	148
2022 Q4	$678K	Hold	6,162	–	–	0.04%	152
2022 Q3	$586K	Hold	6,162	–	–	0.04%	143
2022 Q2	$636K	Buy	+6,162	New	+$672K	0.04%	146

Other funds holding ATR

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return