Cardiff Park Advisors’s Air Products & Chemicals APD Stock Holding History

Cardiff Park Advisors’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 Q4	–	Sell	-1,306	Closed	-$370K	–	334
2023 Q3	$370K	Buy	1,306 +6	+0.5%	+$1.76K	0.05%	160
2023 Q2	$389K	Buy	1,300 +6	+0.5%	+$1.71K	0.05%	168
2023 Q1	$372K	Buy	1,294 +6	+0.5%	+$1.75K	0.05%	167
2022 Q4	$397K	Sell	1,288 -18	-1%	-$5.07K	0.06%	166
2022 Q3	$304K	Sell	1,306 -12	-0.9%	-$2.97K	0.05%	185
2022 Q2	$317K	Buy	+1,318	New	+$321K	0.05%	188

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Cardiff Park Advisors's APD Position: Q4 2023 in Review

Cardiff Park Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 1,306 shares — an estimated $370K sold.

Cardiff Park Advisors first reported a position in APD in Q2 2022 and held it in 6 quarters. The position peaked at $397K in Q4 2022. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Cardiff Park Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Cardiff Park Advisors sold 1,306 Air Products & Chemicals shares in Q4 2023, an estimated $370K.
Cardiff Park Advisors first reported a position in Air Products & Chemicals in Q2 2022 and held it in 6 quarters.
Cardiff Park Advisors's Air Products & Chemicals position peaked at $397K in Q4 2022.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Cardiff Park Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.