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Advisory Research’s Air Products & Chemicals APD Stock Holding History

Advisory Research’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-909
Closed -$272K – 428
2023
Q2 		$272K Buy
+909
New +$259K 0.03% 391
2014
Q2 		– Sell
-683
Closed -$75K – 350
2014
Q1 		$75K Sell
683
-195,501
-100% -$20.7M ﹤0.01% 361
2013
Q4 		$20.3M Sell
196,184
-15,200
-7% -$1.53M 0.21% 118
2013
Q3 		$20.8M Sell
211,384
-3,429
-2% -$326K 0.22% 111
2013
Q2 		$18.2M Buy
+214,813
New +$18.1M 0.21% 126

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Research's APD Position: Q3 2023 in Review

Advisory Research sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 909 shares — an estimated $272K sold.

Advisory Research first reported a position in APD in Q2 2013 and held it in 5 quarters. The position peaked at $20.8M in Q3 2013. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Advisory Research reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 909 Air Products & Chemicals shares in Q3 2023, an estimated $272K.
  • Advisory Research first reported a position in Air Products & Chemicals in Q2 2013 and held it in 5 quarters.
  • Advisory Research's Air Products & Chemicals position peaked at $20.8M in Q3 2013.
  • 1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.