De Burlo Group’s Air Products & Chemicals APD Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-500	Closed	-$116K	–	87
2022 Q3	$116K	Buy	+500	New	+$124K	0.03%	85
2022 Q2	–	Sell	-500	Closed	-$125K	–	93
2022 Q1	$125K	Buy	+500	New	+$128K	0.02%	90
2020 Q4	–	Sell	-30,950	Closed	-$9.22M	–	88
2020 Q3	$9.22M	Buy	+30,950	New	+$8.9M	1.68%	28

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

De Burlo Group's APD Position: Q4 2022 in Review

De Burlo Group sold out of Air Products & Chemicals (APD) in Q4 2022, closing a stake of 500 shares — an estimated $116K sold.

De Burlo Group first reported a position in APD in Q3 2020 and held it in 3 quarters. The position peaked at $9.22M in Q3 2020. 1,610 funds tracked by Wall St. Rank hold APD as of Q4 2022.

De Burlo Group reported no remaining Air Products & Chemicals position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 500 Air Products & Chemicals shares in Q4 2022, an estimated $116K.
De Burlo Group first reported a position in Air Products & Chemicals in Q3 2020 and held it in 3 quarters.
De Burlo Group's Air Products & Chemicals position peaked at $9.22M in Q3 2020.
1,610 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.