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 $6.73T AUM 46.02% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boltwood Capital Management's APD Position: Q3 2023 in Review

Boltwood Capital Management sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 682 shares — an estimated $204K sold.

Boltwood Capital Management first reported a position in APD in Q2 2018 and held it in 17 quarters. The position peaked at $259K in Q2 2018. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Boltwood Capital Management reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
Boltwood Capital Management sold 682 Air Products & Chemicals shares in Q3 2023, an estimated $204K.
Boltwood Capital Management first reported a position in Air Products & Chemicals in Q2 2018 and held it in 17 quarters.
Boltwood Capital Management's Air Products & Chemicals position peaked at $259K in Q2 2018.
1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Boltwood Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.