AIP
APD icon

Almanack Investment Partners’s Air Products & Chemicals APD Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-352
Closed -$82K – 232
2022
Q3 		$82K Sell
352
-1,332
-79% -$330K 0.02% 201
2022
Q2 		$408K Buy
+1,684
New +$410K 0.04% 271
2022
Q1 		– Sell
-694
Closed -$212K – 503
2021
Q4 		$212K Buy
+694
New +$204K 0.02% 459
2021
Q3 		– Sell
-856
Closed -$247K – 515
2021
Q2 		$247K Sell
856
-112
-12% -$32.9K 0.02% 363
2021
Q1 		$274K Sell
968
-33
-3% -$8.97K 0.03% 332
2020
Q4 		$275K Buy
1,001
+254
+34% +$71.5K 0.03% 300
2020
Q3 		$232K Buy
+747
New +$215K 0.03% 346
2020
Q1 		– Sell
-1,113
Closed -$263K – 268
2019
Q4 		$263K Sell
1,113
-406
-27% -$91.6K 0.05% 161
2019
Q3 		$339K Buy
1,519
+52
+4% +$11.7K 0.07% 146
2019
Q2 		$334K Sell
1,467
-42
-3% -$8.7K 0.08% 128
2019
Q1 		$290K Buy
1,509
+725
+92% +$125K 0.08% 107
2018
Q4 		$126K Sell
784
-17
-2% -$2.69K 0.04% 202
2018
Q3 		$130K Sell
801
-435
-35% -$70.8K 0.03% 229
2018
Q2 		$193K Buy
1,236
+196
+19% +$32.1K 0.09% 105
2018
Q1 		$167K Buy
+1,040
New +$171K 0.06% 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

Almanack Investment Partners's APD Position: Q4 2022 in Review

Almanack Investment Partners sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 352 shares — an estimated $82K sold.

Almanack Investment Partners first reported a position in APD in Q1 2018 and held it in 15 quarters. The position peaked at $408K in Q2 2022. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

  • Almanack Investment Partners reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 352 Air Products & Chemicals shares in Q4 2022, an estimated $82K.
  • Almanack Investment Partners first reported a position in Air Products & Chemicals in Q1 2018 and held it in 15 quarters.
  • Almanack Investment Partners's Air Products & Chemicals position peaked at $408K in Q2 2022.
  • 1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.