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

Costello 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
2020
Q4 		– Sell
-200
Closed -$60K – 241
2020
Q3 		$60K Buy
+200
New +$57.5K 0.05% 85

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Costello Asset Management's APD Position: Q4 2020 in Review

Costello Asset Management sold out of Air Products & Chemicals (APD) in Q4 2020, closing a stake of 200 shares — an estimated $60K sold.

Costello Asset Management first reported a position in APD in Q3 2020 and held it in 1 quarter. The position peaked at $60K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold APD as of Q4 2020.

  • Costello Asset Management reported no remaining Air Products & Chemicals position as of Q4 2020 after selling out during the quarter.
  • Costello Asset Management sold 200 Air Products & Chemicals shares in Q4 2020, an estimated $60K.
  • Costello Asset Management first reported a position in Air Products & Chemicals in Q3 2020 and held it in 1 quarter.
  • Costello Asset Management's Air Products & Chemicals position peaked at $60K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2020.

Based on Costello Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.