Bourgeon Capital Management’s Air Products & Chemicals APD Stock Holding History

Bourgeon 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
2022 Q2	–	Sell	-27,669	Closed	-$6.92M	–	286
2022 Q1	$6.92M	Buy	+27,669	New	+$7.11M	1.56%	27
2021 Q2	–	Sell	-5,000	Closed	-$1.41M	–	274
2021 Q1	$1.41M	Hold	5,000	–	–	0.31%	61
2020 Q4	$1.37M	Buy	+5,000	New	+$1.41M	0.34%	52
2013 Q4	–	Sell	-3,243	Closed	-$320K	–	95
2013 Q3	$320K	Buy	+3,243	New	+$308K	0.22%	82

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bourgeon Capital Management's APD Position: Q2 2022 in Review

Bourgeon Capital Management sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 27,669 shares — an estimated $6.92M sold.

Bourgeon Capital Management first reported a position in APD in Q3 2013 and held it in 4 quarters. The position peaked at $6.92M in Q1 2022. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

Bourgeon Capital Management reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
Bourgeon Capital Management sold 27,669 Air Products & Chemicals shares in Q2 2022, an estimated $6.92M.
Bourgeon Capital Management first reported a position in Air Products & Chemicals in Q3 2013 and held it in 4 quarters.
Bourgeon Capital Management's Air Products & Chemicals position peaked at $6.92M in Q1 2022.
1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Bourgeon Capital Management's 13F filing for Q2 2022, filed 27 Jul 2022.