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Edge Capital Group’s Air Products & Chemicals APD Stock Holding History

Edge Capital Group’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
2024
Q2 		– Sell
-885
Closed -$214K – 320
2024
Q1 		$214K Sell
885
-9,727
-92% -$2.38M 0.01% 306
2023
Q4 		$2.91M Buy
10,612
+3,070
+41% +$844K 0.16% 109
2023
Q3 		$2.14M Sell
7,542
-1,851
-20% -$543K 0.14% 115
2023
Q2 		$2.81M Buy
9,393
+546
+6% +$155K 0.16% 116
2023
Q1 		$2.54M Sell
8,847
-3,212
-27% -$937K 0.16% 110
2022
Q4 		$3.72M Buy
12,059
+272
+2% +$76.6K 0.26% 83
2022
Q3 		$2.74M Buy
11,787
+656
+6% +$162K 0.23% 86
2022
Q2 		$2.68M Buy
11,131
+731
+7% +$178K 0.23% 88
2022
Q1 		$2.6M Buy
10,400
+2,449
+31% +$629K 0.18% 96
2021
Q4 		$2.42M Buy
7,951
+47
+0.6% +$13.8K 0.17% 99
2021
Q3 		$2.02M Buy
+7,904
New +$2.19M 0.16% 99
2021
Q2 		– Sell
-1,078
Closed -$303K – 273
2021
Q1 		$303K Sell
1,078
-27
-2% -$7.34K 0.03% 220
2020
Q4 		$302K Buy
1,105
+307
+38% +$86.5K 0.03% 210
2020
Q3 		$238K Buy
+798
New +$230K 0.02% 215

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Edge Capital Group's APD Position: Q2 2024 in Review

Edge Capital Group sold out of Air Products & Chemicals (APD) in Q2 2024, closing a stake of 885 shares — an estimated $214K sold.

Edge Capital Group first reported a position in APD in Q3 2020 and held it in 14 quarters. The position peaked at $3.72M in Q4 2022. 1,677 funds tracked by Wall St. Rank hold APD as of Q2 2024.

  • Edge Capital Group reported no remaining Air Products & Chemicals position as of Q2 2024 after selling out during the quarter.
  • Edge Capital Group sold 885 Air Products & Chemicals shares in Q2 2024, an estimated $214K.
  • Edge Capital Group first reported a position in Air Products & Chemicals in Q3 2020 and held it in 14 quarters.
  • Edge Capital Group's Air Products & Chemicals position peaked at $3.72M in Q4 2022.
  • 1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2024.

Based on Edge Capital Group's 13F filing for Q2 2024, filed 13 Aug 2024.