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

Echo Street 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
2023 Q4	–	Sell	-4,287	Closed	-$1.21M	–	36
2023 Q3	$1.21M	Buy	4,287 +452	+12%	+$133K	0.01%	128
2023 Q2	$1.15M	Sell	3,835 -3,269	-46%	-$931K	0.01%	131
2023 Q1	$2.04M	Buy	+7,104	New	+$2.07M	0.02%	93
2022 Q2	–	Sell	-6,075	Closed	-$1.52M	–	559
2022 Q1	$1.52M	Sell	6,075 -4,596	-43%	-$1.18M	0.01%	163
2021 Q4	$3.25M	Buy	10,671 +3,195	+43%	+$938K	0.02%	145
2021 Q3	$1.92M	Buy	+7,476	New	+$2.07M	0.01%	159
2021 Q1	–	Sell	-3,410	Closed	-$932K	–	512
2020 Q4	$932K	Sell	3,410 -165,800	-98%	-$46.7M	0.01%	172
2020 Q3	$50.4M	Sell	169,210 -37,318	-18%	-$10.7M	0.87%	58
2020 Q2	$49.9M	Buy	206,528 +156,373	+312%	+$35.7M	0.59%	65
2020 Q1	$10M	Sell	50,155 -118,847	-70%	-$27.1M	0.22%	118
2019 Q4	$39.7M	Buy	+169,002	New	+$38.1M	0.61%	61
2019 Q1	–	Sell	-62,555	Closed	-$10M	–	173
2018 Q4	$10M	Sell	62,555 -157,459	-72%	-$25M	0.25%	115
2018 Q3	$36.8M	Buy	220,014 +110,400	+101%	+$18M	0.81%	44
2018 Q2	$17.1M	Sell	109,614 -5,801	-5%	-$949K	0.42%	89
2018 Q1	$18.4M	Buy	+115,415	New	+$19M	0.54%	67
2017 Q3	–	Sell	-51,087	Closed	-$7.31M	–	137
2017 Q2	$7.31M	Buy	51,087 +9,551	+23%	+$1.36M	0.27%	101
2017 Q1	$5.62M	Buy	+41,536	New	+$5.85M	0.19%	128
2016 Q2	–	Sell	-99,329	Closed	-$13.2M	–	155
2016 Q1	$13.2M	Sell	99,329 -28,389	-22%	-$3.43M	0.69%	54
2015 Q4	$15.4M	Buy	127,718 +20,570	+19%	+$2.59M	0.66%	48
2015 Q3	$12.6M	Sell	107,148 -85,014	-44%	-$10.8M	0.47%	86
2015 Q2	$24.3M	Buy	192,162 +107,423	+127%	+$14.7M	1.07%	30
2015 Q1	$11.9M	Sell	84,739 -60,859	-42%	-$8.42M	0.69%	54
2014 Q4	$19.4M	Buy	+145,598	New	+$18.4M	1.2%	28

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Echo Street Capital Management's APD Position: Q4 2023 in Review

Echo Street Capital Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 4,287 shares — an estimated $1.21M sold.

Echo Street Capital Management first reported a position in APD in Q4 2014 and held it in 23 quarters. The position peaked at $50.4M in Q3 2020. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Echo Street Capital Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,287 Air Products & Chemicals shares in Q4 2023, an estimated $1.21M.
Echo Street Capital Management first reported a position in Air Products & Chemicals in Q4 2014 and held it in 23 quarters.
Echo Street Capital Management's Air Products & Chemicals position peaked at $50.4M in Q3 2020.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.