Disciplined Investments’s Air Products & Chemicals APD Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-15	Closed	-$4.49K	–	197
2023 Q2	$4.49K	Buy	15 +1	+7%	+$285	﹤0.01%	435
2023 Q1	$4.02K	Hold	14	–	–	﹤0.01%	470
2022 Q4	$4.32K	Sell	14 -1	-7%	-$282	﹤0.01%	426
2022 Q3	$3K	Sell	15 -2	-12%	-$495	﹤0.01%	490
2022 Q2	$4K	Buy	17 +4	+31%	+$973	﹤0.01%	465
2022 Q1	$3K	Buy	+13	New	+$3.34K	﹤0.01%	540
2020 Q4	–	Sell	-251	Closed	-$75K	–	318
2020 Q3	$75K	Hold	251	–	–	0.06%	136
2020 Q2	$61K	Hold	251	–	–	0.05%	149
2020 Q1	$50K	Hold	251	–	–	0.05%	152
2019 Q4	$59K	Buy	+251	New	+$56.6K	0.05%	152

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

Disciplined Investments's APD Position: Q3 2023 in Review

Disciplined Investments sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 15 shares — an estimated $4.49K sold.

Disciplined Investments first reported a position in APD in Q4 2019 and held it in 10 quarters. The position peaked at $75K in Q3 2020. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Disciplined Investments reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 15 Air Products & Chemicals shares in Q3 2023, an estimated $4.49K.
Disciplined Investments first reported a position in Air Products & Chemicals in Q4 2019 and held it in 10 quarters.
Disciplined Investments's Air Products & Chemicals position peaked at $75K in Q3 2020.
1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.