ATR APTARGROUP INC COM

Ownership history in Boit C F David  ·  10 quarters on record

AI Ownership Summary

Boit C F David reported APTARGROUP INC COM (ATR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows ATR at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in APTARGROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATR was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boit C F David held ATR — position size vs. price
% of Fund (quarterly)    ATR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,000 0% 0.17% $378K 2026-04-09 $131.40
2025 Q4 UNCHANGED 3,000 0% 0.16% $372K 2026-01-15 $124.63
2025 Q3 UNCHANGED 3,000 0% 0.18% $401K 2025-10-28 $127.61
2025 Q2 UNCHANGED 3,000 0% 0.23% $469K 2025-07-30 $155.61
2025 Q1 UNCHANGED 3,000 0% 0.22% $445K 2025-04-08 $131.89
2024 Q4 UNCHANGED 3,000 0% 0.19% $471K 2025-01-24 $155.76
2024 Q3 UNCHANGED 3,000 0% 0.24% $476K 2024-10-07 $155.72
2024 Q2 UNCHANGED 3,000 0% 0.22% $422K 2024-07-10 $138.21
2024 Q1 UNCHANGED 3,000 0% 0.21% $376K 2024-05-02 $142.74
2023 Q4 INITIATED 3,000 0.21% $376K 2024-01-24 $127.16

FAQ About Boit C F David and ATR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning ATR?

Boit C F David reported ATR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATR position in Boit C F David's portfolio?

The largest reported portfolio weight for ATR was 0.24% in 2024 Q3.

What is the latest reported ATR position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 3,000 shares, equal to 0.17% of portfolio, with an estimated market value of $378K.

What does the chart on this ATR ownership page compare?

The chart compares Boit C F David's quarterly ATR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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