Appian Way Asset Management’s Air Products & Chemicals APD Stock Holding History

Appian Way Asset 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 Q3	–	Sell	-20,131	Closed	-$5.19M	–	31
2024 Q2	$5.19M	Buy	+20,131	New	+$5.11M	1.33%	19
2024 Q1	–	Sell	-47,200	Closed	-$12.9M	–	35
2023 Q4	$12.9M	Sell	47,200 -41,892	-47%	-$11.5M	2.72%	10
2023 Q3	$25.2M	Buy	+89,092	New	+$26.1M	6.03%	4
2021 Q1	–	Sell	-28,177	Closed	-$7.7M	–	45
2020 Q4	$7.7M	Buy	+28,177	New	+$7.94M	3.77%	3
2020 Q1	–	Sell	-33,311	Closed	-$7.83M	–	43
2019 Q4	$7.83M	Buy	+33,311	New	+$7.52M	3.76%	11

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

Appian Way Asset Management's APD Position: Q3 2024 in Review

Appian Way Asset Management sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 20,131 shares — an estimated $5.19M sold.

Appian Way Asset Management first reported a position in APD in Q4 2019 and held it in 5 quarters. The position peaked at $25.2M in Q3 2023. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

Appian Way Asset Management reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
Appian Way Asset Management sold 20,131 Air Products & Chemicals shares in Q3 2024, an estimated $5.19M.
Appian Way Asset Management first reported a position in Air Products & Chemicals in Q4 2019 and held it in 5 quarters.
Appian Way Asset Management's Air Products & Chemicals position peaked at $25.2M in Q3 2023.
1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Appian Way Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.