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

Elkhorn 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
2017
Q4 		$1.89M Buy
11,391
+1,823
+19% +$290K 0.99% 56
2017
Q3 		$1.45M Buy
9,568
+1,214
+15% +$178K 1.08% 27
2017
Q2 		$1.23M Buy
8,354
+224
+3% +$31.8K 0.96% 51
2017
Q1 		$1.1M Buy
+8,130
New +$1.15M 0.91% 80

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elkhorn Investments's APD Position: Q4 2017 in Review

Elkhorn Investments increased its Air Products & Chemicals (APD) stake by 19% in Q4 2017, buying an estimated $290K and bringing the position to 11,391 shares worth $1.89M. The position accounts for 0.99% of the portfolio, ranked #56.

Elkhorn Investments first reported a position in APD in Q1 2017 and has held it in 4 quarters since. 1,008 funds tracked by Wall St. Rank hold APD as of Q4 2017.

  • Elkhorn Investments held 11,391 shares of Air Products & Chemicals worth $1.89M as of Q4 2017.
  • Elkhorn Investments bought 1,823 Air Products & Chemicals shares in Q4 2017, an estimated $290K.
  • Air Products & Chemicals made up 0.99% of Elkhorn Investments's portfolio in Q4 2017, its #56 holding.
  • Elkhorn Investments first reported a position in Air Products & Chemicals in Q1 2017 and has held it in 4 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.