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Allen Investment Management’s Air Products & Chemicals APD Stock Holding History

Allen Investment Management’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
Q2 		– Sell
-871
Closed -$211K – 218
2024
Q1 		$211K Hold
871
– – ﹤0.01% 203
2023
Q4 		$238K Buy
871
+16
+2% +$4.4K ﹤0.01% 205
2023
Q3 		$242K Hold
855
– – ﹤0.01% 209
2023
Q2 		$256K Hold
855
– – ﹤0.01% 201
2023
Q1 		$246K Hold
855
– – ﹤0.01% 204
2022
Q4 		$264K Buy
+855
New +$241K ﹤0.01% 197
2022
Q3 		– Sell
-855
Closed -$206K – 215
2022
Q2 		$206K Hold
855
– – ﹤0.01% 222
2022
Q1 		$214K Hold
855
– – ﹤0.01% 225
2021
Q4 		$260K Sell
855
-65
-7% -$19.1K ﹤0.01% 222
2021
Q3 		$236K Buy
+920
New +$254K ﹤0.01% 192
2020
Q4 		– Sell
-851
Closed -$253K – 187
2020
Q3 		$253K Buy
+851
New +$245K ﹤0.01% 165
2018
Q1 		– Sell
-1,458
Closed -$239K – 169
2017
Q4 		$239K Hold
1,458
– – 0.01% 161
2017
Q3 		$220K Buy
+1,458
New +$214K 0.01% 202
2015
Q4 		– Sell
-2,853
Closed -$337K – 202
2015
Q3 		$337K Sell
2,853
-1,480
-34% -$188K 0.03% 160
2015
Q2 		$548K Sell
4,333
-20
-0.5% -$2.73K 0.05% 137
2015
Q1 		$609K Sell
4,353
-583
-12% -$80.7K 0.04% 128
2014
Q4 		$659K Sell
4,936
-965
-16% -$122K 0.05% 118
2014
Q3 		$711K Buy
5,901
+2,850
+93% +$348K 0.06% 101
2014
Q2 		$363K Hold
3,051
– – 0.04% 96
2014
Q1 		$336K Buy
+3,051
New +$324K 0.05% 95

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Investment Management's APD Position: Q2 2024 in Review

Allen Investment Management sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 871 shares — an estimated $211K sold.

Allen Investment Management first reported a position in APD in Q1 2014 and held it in 20 quarters. The position peaked at $711K in Q3 2014. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Allen Investment Management reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • Allen Investment Management sold 871 Air Products & Chemicals shares in Q2 2024, an estimated $211K.
  • Allen Investment Management first reported a position in Air Products & Chemicals in Q1 2014 and held it in 20 quarters.
  • Allen Investment Management's Air Products & Chemicals position peaked at $711K in Q3 2014.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Allen Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.