DCM
APD icon

Disciplina Capital Management’s Air Products & Chemicals APD Stock Holding History

Disciplina Capital 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
2022
Q3 		– Sell
-152
Closed -$36.6K – 53
2022
Q2 		$36.6K Buy
152
+1
+0.7% +$243 0.01% 34
2022
Q1 		$37.8K Buy
151
+11
+8% +$2.83K 0.01% 41
2021
Q4 		$42.6K Buy
+140
New +$41.1K 0.01% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Disciplina Capital Management's APD Position: Q3 2022 in Review

Disciplina Capital Management sold out of Air Products & Chemicals (APD) in Q3 2022, closing a stake of 152 shares — an estimated $36.6K sold.

Disciplina Capital Management first reported a position in APD in Q4 2021 and held it in 3 quarters. The position peaked at $42.6K in Q4 2021. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Disciplina Capital Management reported no remaining Air Products & Chemicals position as of Q3 2022 after selling out during the quarter.
  • Disciplina Capital Management sold 152 Air Products & Chemicals shares in Q3 2022, an estimated $36.6K.
  • Disciplina Capital Management first reported a position in Air Products & Chemicals in Q4 2021 and held it in 3 quarters.
  • Disciplina Capital Management's Air Products & Chemicals position peaked at $42.6K in Q4 2021.
  • 1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Disciplina Capital Management's 13F filing for Q3 2022, filed 16 Nov 2023.