Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCM
Boltwood Capital Management’s
Air Products & Chemicals
APD
Stock Holding History
Boltwood Capital 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
2023
Q3
–
Sell
-682
Closed
-$204K
–
156
2023
Q2
$204K
Sell
682
-45
-6%
-$12.8K
0.07%
156
2023
Q1
$209K
Buy
727
+62
+9%
+$18.1K
0.08%
156
2022
Q4
$205K
Buy
+665
New
+$187K
0.08%
144
2022
Q1
–
Sell
-825
Closed
-$251K
–
157
2021
Q4
$251K
Hold
825
–
–
0.09%
145
2021
Q3
$211K
Hold
825
–
–
0.09%
149
2021
Q2
$237K
Hold
825
–
–
0.1%
145
2021
Q1
$232K
Hold
825
–
–
0.1%
143
2020
Q4
$225K
Hold
825
–
–
0.11%
136
2020
Q3
$246K
Buy
+825
New
+$237K
0.14%
132
2020
Q2
–
Sell
-1,025
Closed
-$205K
–
130
2020
Q1
$205K
Hold
1,025
–
–
0.15%
123
2019
Q4
$241K
Hold
1,025
–
–
0.14%
132
2019
Q3
$227K
Hold
1,025
–
–
0.14%
126
2019
Q2
$232K
Sell
1,025
-291
-22%
-$60.2K
0.15%
127
2019
Q1
$251K
Hold
1,316
–
–
0.16%
123
2018
Q4
$210K
Sell
1,316
-217
-14%
-$34.4K
0.14%
121
2018
Q3
$256K
Sell
1,533
-133
-8%
-$21.7K
0.15%
123
2018
Q2
$259K
Buy
+1,666
New
+$272K
0.17%
120
Other funds holding APD
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close