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

Benson Investment Management Company’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
-12,390
Closed -$3.71M – 46
2023
Q2 		$3.71M Buy
12,390
+313
+3% +$89.1K 2.06% 30
2023
Q1 		$3.47M Sell
12,077
-5
-0% -$1.46K 1.98% 30
2022
Q4 		$3.72M Sell
12,082
-3,357
-22% -$946K 2.2% 24
2022
Q3 		$3.59M Sell
15,439
-110
-0.7% -$27.2K 2.53% 19
2022
Q2 		$3.72M Buy
15,549
+74
+0.5% +$18K 2.32% 22
2022
Q1 		$3.87M Buy
15,475
+50
+0.3% +$12.8K 1.94% 31
2021
Q4 		$4.69M Buy
+15,425
New +$4.53M 2.28% 18
2020
Q4 		– Sell
-12,780
Closed -$3.81M – 52
2020
Q3 		$3.81M Sell
12,780
-2,880
-18% -$828K 2.44% 20
2020
Q2 		$3.78M Buy
15,660
+285
+2% +$65.1K 2.61% 13
2020
Q1 		$3.07M Buy
15,375
+165
+1% +$37.6K 2.46% 21
2019
Q4 		$3.57M Buy
15,210
+100
+0.7% +$22.6K 2.3% 25
2019
Q3 		$3.35M Sell
15,110
-495
-3% -$111K 2.41% 21
2019
Q2 		$3.53M Sell
15,605
-335
-2% -$69.4K 2.66% 16
2019
Q1 		$3.04M Buy
15,940
+215
+1% +$37K 2.35% 27
2018
Q4 		$2.52M Buy
+15,725
New +$2.49M 2.14% 32

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benson Investment Management Company's APD Position: Q3 2023 in Review

Benson Investment Management Company sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 12,390 shares — an estimated $3.71M sold.

Benson Investment Management Company first reported a position in APD in Q4 2018 and held it in 15 quarters. The position peaked at $4.69M in Q4 2021. 1,629 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Benson Investment Management Company reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 12,390 Air Products & Chemicals shares in Q3 2023, an estimated $3.71M.
  • Benson Investment Management Company first reported a position in Air Products & Chemicals in Q4 2018 and held it in 15 quarters.
  • Benson Investment Management Company's Air Products & Chemicals position peaked at $4.69M in Q4 2021.
  • 1,629 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Benson Investment Management Company's 13F filing for Q3 2023, filed 11 Oct 2023.