Bleakley Financial Group’s Air Products & Chemicals APD Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-4,265	Closed	-$1.24M	–	529
2024 Q4	$1.24M	Buy	4,265 +78	+2%	+$24.5K	0.04%	364
2024 Q3	$1.25M	Sell	4,187 -25	-0.6%	-$6.84K	0.04%	355
2024 Q2	$1.09M	Sell	4,212 -1,173	-22%	-$298K	0.03%	397
2024 Q1	$1.3M	Sell	5,385 -756	-12%	-$185K	0.04%	379
2023 Q4	$1.68M	Sell	6,141 -598	-9%	-$164K	0.05%	311
2023 Q3	$1.91M	Buy	6,739 +234	+4%	+$68.6K	0.07%	269
2023 Q2	$1.95M	Buy	6,505 +219	+3%	+$62.4K	0.06%	278
2023 Q1	$1.81M	Buy	6,286 +1,152	+22%	+$336K	0.06%	271
2022 Q4	$1.58M	Buy	+5,134	New	+$1.45M	0.06%	301

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bleakley Financial Group's APD Position: Q1 2025 in Review

Bleakley Financial Group sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 4,265 shares — an estimated $1.24M sold.

Bleakley Financial Group first reported a position in APD in Q4 2022 and held it in 9 quarters. The position peaked at $1.95M in Q2 2023. 1,795 funds tracked by Wall St. Rank hold APD as of Q1 2025.

Bleakley Financial Group reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,265 Air Products & Chemicals shares in Q1 2025, an estimated $1.24M.
Bleakley Financial Group first reported a position in Air Products & Chemicals in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Air Products & Chemicals position peaked at $1.95M in Q2 2023.
1,795 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.