ATR β€” APTARGROUP

Ownership history in Notis-McConarty Edward  Β·  48 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported APTARGROUP (ATR) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.85% in 2025 Q2. The latest visible filing shows ATR at 2.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Notis-McConarty Edward's position in APTARGROUP, 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
2025 Q4

ATR was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.85% in 2025 Q2

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 2025 Q4

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 Notis-McConarty Edward held ATR β€” position size vs. price
% of Fund (quarterly)    ATR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 37,869 +250 +0.7% 2.14% $4.6M 2026-02-14 (Est.) $142.58
2025 Q3 ADDED 37,619 +290 +0.8% 2.34% $5.0M 2025-11-10 $115.93
2025 Q2 ADDED 37,329 +296 +0.8% 2.85% $5.8M 2025-07-23 $160.00
2025 Q1 REDUCED 37,033 -50 -0.1% 2.83% $5.5M 2025-05-06 $149.37
2024 Q4 REDUCED 37,083 -967 -2.5% 2.82% $5.8M 2025-02-13 $140.88
2024 Q3 REDUCED 38,050 -6,725 -15.0% 2.76% $6.1M 2024-11-12 $172.88
2024 Q2 REDUCED 44,775 -1,098 -2.4% 2.48% $6.3M 2024-08-12 $140.61
2024 Q1 REDUCED 45,873 -3,675 -7.4% 2.61% $6.6M 2024-04-29 $143.19
2023 Q4 REDUCED 49,548 -2,081 -4.0% 2.44% $6.1M 2024-02-14 $133.79
39 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and ATR

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

How long has Notis-McConarty Edward reported owning ATR?

Notis-McConarty Edward reported ATR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ATR position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for ATR was 2.85% in 2025 Q2.

What is the latest reported ATR position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 37,869 shares, equal to 2.14% of portfolio, with an estimated market value of $4.6M.

What does the chart on this ATR ownership page compare?

The chart compares Notis-McConarty Edward'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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