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Elm Advisors’s Air Products & Chemicals APD Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-45
Closed -$12K – 99
2020
Q4 		$12K Buy
+45
New +$12.7K 0.01% 228
2018
Q4 		– Sell
-55
Closed -$9K – 92
2018
Q3 		$9K Buy
+55
New +$8.96K 0.01% 265

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Elm Advisors's APD Position: Q1 2021 in Review

Elm Advisors sold out of Air Products & Chemicals (APD) in Q1 2021, closing a stake of 45 shares — an estimated $12K sold.

Elm Advisors first reported a position in APD in Q3 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 1,398 funds tracked by Wall St. Rank hold APD as of Q1 2021.

  • Elm Advisors reported no remaining Air Products & Chemicals position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 45 Air Products & Chemicals shares in Q1 2021, an estimated $12K.
  • Elm Advisors first reported a position in Air Products & Chemicals in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Air Products & Chemicals position peaked at $12K in Q4 2020.
  • 1,398 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.