Cadinha & Co’s Air Products & Chemicals APD Stock Holding History

Cadinha & Co’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
2024 Q1	–	Sell	-825	Closed	-$226K	–	95
2023 Q4	$226K	Hold	825	–	–	0.04%	93
2023 Q3	$234K	Buy	825 +25	+3%	+$7.33K	0.05%	86
2023 Q2	$240K	Hold	800	–	–	0.04%	90
2023 Q1	$230K	Hold	800	–	–	0.06%	89
2022 Q4	$247K	Buy	+800	New	+$225K	0.06%	88
2022 Q1	–	Sell	-800	Closed	-$243K	–	109
2021 Q4	$243K	Hold	800	–	–	0.03%	108
2021 Q3	$205K	Hold	800	–	–	0.03%	123
2021 Q2	$230K	Hold	800	–	–	0.03%	114
2021 Q1	$225K	Hold	800	–	–	0.03%	110
2020 Q4	$219K	Hold	800	–	–	0.03%	107
2020 Q3	$238K	Buy	+800	New	+$230K	0.04%	98
2020 Q1	–	Sell	-1,000	Closed	-$235K	–	88
2019 Q4	$235K	Hold	1,000	–	–	0.03%	113
2019 Q3	$222K	Buy	1,000 +100	+11%	+$22.5K	0.04%	111
2019 Q2	$204K	Buy	+900	New	+$186K	0.04%	108

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Geode Capital Management

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