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Bruderman Asset Management’s Air Products & Chemicals APD Stock Holding History

Bruderman Asset 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 		$485K Sell
2,017
-72
-3% -$17.5K 0.87% 44
2022
Q1 		$512K Buy
+2,089
New +$537K 0.77% 47
2019
Q2 		– Sell
-276
Closed -$53K – 138
2019
Q1 		$53K Buy
276
+1
+0.4% +$172 0.01% 260
2018
Q4 		$44K Hold
275
– – 0.01% 255
2018
Q3 		$46K Sell
275
-269
-49% -$43.8K 0.01% 196
2018
Q2 		$85K Sell
544
-107
-16% -$17.5K 0.02% 171
2018
Q1 		$104K Buy
+651
New +$107K 0.02% 165
2017
Q4 		– Sell
-3,077
Closed -$465K – 124
2017
Q3 		$465K Sell
3,077
-120
-4% -$17.6K 0.12% 91
2017
Q2 		$457K Sell
3,197
-7
-0.2% -$995 0.12% 91
2017
Q1 		$433K Buy
3,204
+12
+0.4% +$1.69K 0.13% 85
2016
Q4 		$459K Sell
3,192
-2,079
-39% -$291K 0.14% 85
2016
Q3 		$733K Buy
5,271
+2,914
+124% +$404K 0.22% 76
2016
Q2 		$310K Sell
2,357
-253
-10% -$33.7K 0.1% 102
2016
Q1 		$348K Sell
2,610
-290
-10% -$35.1K 0.12% 94
2015
Q4 		$349K Buy
2,900
+78
+3% +$9.82K 0.13% 90
2015
Q3 		$333K Buy
+2,822
New +$359K 0.13% 85

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's APD Position: Q2 2022 in Review

Bruderman Asset Management reduced its Air Products & Chemicals (APD) stake by 3.4% in Q2 2022, selling an estimated $17.5K and leaving 2,017 shares worth $485K. The position accounts for 0.87% of the portfolio, ranked #44.

Bruderman Asset Management first reported a position in APD in Q3 2015 and has held it in 16 quarters since. The position peaked at $733K in Q3 2016. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

  • Bruderman Asset Management held 2,017 shares of Air Products & Chemicals worth $485K as of Q2 2022.
  • Bruderman Asset Management sold 72 Air Products & Chemicals shares in Q2 2022, an estimated $17.5K.
  • Air Products & Chemicals made up 0.87% of Bruderman Asset Management's portfolio in Q2 2022, its #44 holding.
  • Bruderman Asset Management first reported a position in Air Products & Chemicals in Q3 2015 and has held it in 16 quarters since.
  • Bruderman Asset Management's Air Products & Chemicals position peaked at $733K in Q3 2016.
  • 1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.