DI
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return