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Dowling & Yahnke’s Air Products & Chemicals APD Stock Holding History

Dowling & Yahnke’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 		$262K Buy
1,126
+31
+3% +$7.67K 0.01% 327
2022
Q2 		$263K Hold
1,095
– – 0.01% 325
2022
Q1 		$274K Sell
1,095
-250
-19% -$64.2K 0.01% 326
2021
Q4 		$409K Hold
1,345
– – 0.02% 288
2021
Q3 		$344K Sell
1,345
-3
-0.2% -$830 0.02% 300
2021
Q2 		$388K Sell
1,348
-28
-2% -$8.22K 0.02% 281
2021
Q1 		$387K Buy
1,376
+23
+2% +$6.25K 0.03% 270
2020
Q4 		$370K Buy
1,353
+271
+25% +$76.3K 0.03% 268
2020
Q3 		$322K Buy
1,082
+67
+7% +$19.3K 0.03% 261
2020
Q2 		$245K Sell
1,015
-73
-7% -$16.7K 0.02% 282
2020
Q1 		$217K Sell
1,088
-20
-2% -$4.56K 0.02% 274
2019
Q4 		$260K Sell
1,108
-450
-29% -$102K 0.02% 276
2019
Q3 		$346K Buy
1,558
+499
+47% +$112K 0.03% 253
2019
Q2 		$240K Buy
+1,059
New +$219K 0.02% 271
2014
Q3 		– Sell
-4,502
Closed -$536K – 259
2014
Q2 		$536K Hold
4,502
– – 0.07% 186
2014
Q1 		$496K Buy
+4,502
New +$478K 0.07% 191

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 $3.37T AUM 44.26% 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

Dowling & Yahnke's APD Position: Q3 2022 in Review

Dowling & Yahnke increased its Air Products & Chemicals (APD) stake by 2.8% in Q3 2022, buying an estimated $7.67K and bringing the position to 1,126 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #327.

Dowling & Yahnke first reported a position in APD in Q1 2014 and has held it in 16 quarters since. The position peaked at $536K in Q2 2014. 1,474 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Dowling & Yahnke held 1,126 shares of Air Products & Chemicals worth $262K as of Q3 2022.
  • Dowling & Yahnke bought 31 Air Products & Chemicals shares in Q3 2022, an estimated $7.67K.
  • Air Products & Chemicals made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #327 holding.
  • Dowling & Yahnke first reported a position in Air Products & Chemicals in Q1 2014 and has held it in 16 quarters since.
  • Dowling & Yahnke's Air Products & Chemicals position peaked at $536K in Q2 2014.
  • 1,474 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.