DLCIG
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D.L. Carlson Investment Group’s Air Products & Chemicals APD Stock Holding History

D.L. Carlson Investment Group’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
2021
Q1 		– Sell
-14,451
Closed -$3.95M – 143
2020
Q4 		$3.95M Sell
14,451
-64
-0.4% -$18K 0.72% 57
2020
Q3 		$4.32M Buy
+14,515
New +$4.18M 0.92% 42

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.L. Carlson Investment Group's APD Position: Q1 2021 in Review

D.L. Carlson Investment Group sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 14,451 shares — an estimated $3.95M sold.

D.L. Carlson Investment Group first reported a position in APD in Q3 2020 and held it in 2 quarters. The position peaked at $4.32M in Q3 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • D.L. Carlson Investment Group reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 14,451 Air Products & Chemicals shares in Q1 2021, an estimated $3.95M.
  • D.L. Carlson Investment Group first reported a position in Air Products & Chemicals in Q3 2020 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Air Products & Chemicals position peaked at $4.32M in Q3 2020.
  • 1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2021, filed 11 May 2021.