Alera Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Alera Investment Advisors’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
2024 Q3	$239K	Sell	801 -45	-5%	-$12.3K	0.03%	244
2024 Q2	$218K	Sell	846 -1,838	-68%	-$466K	0.03%	246
2024 Q1	$650K	Sell	2,684 -194	-7%	-$47.5K	0.09%	100
2023 Q4	$788K	Buy	2,878 +377	+15%	+$104K	0.1%	83
2023 Q3	$709K	Sell	2,501 -44	-2%	-$12.9K	0.12%	81
2023 Q2	$762K	Buy	2,545 +120	+5%	+$34.2K	0.16%	80
2023 Q1	$696K	Buy	2,425 +24	+1%	+$7K	0.16%	79
2022 Q4	$740K	Buy	2,401 +331	+16%	+$93.3K	0.17%	67
2022 Q3	$482K	Buy	2,070 +977	+89%	+$242K	0.14%	102
2022 Q2	$263K	Buy	+1,093	New	+$266K	0.07%	156
2019 Q2	–	Sell	-108	Closed	-$21K	–	130
2019 Q1	$21K	Sell	108 -429	-80%	-$73.8K	0.01%	280
2018 Q4	$86K	Buy	+537	New	+$85.1K	0.05%	128

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's APD Position: Q3 2024 in Review

Alera Investment Advisors reduced its Air Products & Chemicals (APD) stake by 5.3% in Q3 2024, selling an estimated $12.3K and leaving 801 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #244.

Alera Investment Advisors first reported a position in APD in Q4 2018 and has held it in 12 quarters since. The position peaked at $788K in Q4 2023. 1,673 funds tracked by Wall St. Rank hold APD as of Q3 2024.

Alera Investment Advisors held 801 shares of Air Products & Chemicals worth $239K as of Q3 2024.
Alera Investment Advisors sold 45 Air Products & Chemicals shares in Q3 2024, an estimated $12.3K.
Air Products & Chemicals made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #244 holding.
Alera Investment Advisors first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 12 quarters since.
Alera Investment Advisors's Air Products & Chemicals position peaked at $788K in Q4 2023.
1,673 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.