Berman Capital Advisors’s Air Products & Chemicals APD Stock Holding History

Berman Capital 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
2021 Q3	$282K	Buy	1,103 +275	+33%	+$76.1K	0.04%	212
2021 Q2	$238K	Buy	828 +112	+16%	+$32.9K	0.04%	204
2021 Q1	$201K	Buy	716 +68	+10%	+$18.5K	0.04%	188
2020 Q4	$176K	Buy	648 +160	+33%	+$45.1K	0.04%	181
2020 Q3	$145K	Buy	488 +3	+0.6%	+$863	0.04%	181
2020 Q2	$116K	Buy	485 +146	+43%	+$33.3K	0.03%	205
2020 Q1	$66K	Buy	339 +170	+101%	+$38.7K	0.02%	248
2019 Q4	$39K	Buy	169 +5	+3%	+$1.13K	0.01%	365
2019 Q3	$36K	Hold	164	–	–	0.01%	363
2019 Q2	$37K	Buy	164 +20	+14%	+$4.14K	0.01%	359
2019 Q1	$27K	Buy	144 +43	+43%	+$7.4K	0.01%	386
2018 Q4	$15K	Buy	+101	New	+$16K	0.01%	432

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's APD Position: Q3 2021 in Review

Berman Capital Advisors increased its Air Products & Chemicals (APD) stake by 33% in Q3 2021, buying an estimated $76.1K and bringing the position to 1,103 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #212.

Berman Capital Advisors first reported a position in APD in Q4 2018 and has held it in 12 quarters since. 1,393 funds tracked by Wall St. Rank hold APD as of Q3 2021.

Berman Capital Advisors held 1,103 shares of Air Products & Chemicals worth $282K as of Q3 2021.
Berman Capital Advisors bought 275 Air Products & Chemicals shares in Q3 2021, an estimated $76.1K.
Air Products & Chemicals made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #212 holding.
Berman Capital Advisors first reported a position in Air Products & Chemicals in Q4 2018 and has held it in 12 quarters since.
1,393 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.