Epoch Investment Partners’s Air Products & Chemicals APD Stock Holding History

Epoch Investment Partners’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 Q4	–	Sell	-3,535	Closed	-$1.05M	–	286
2024 Q3	$1.05M	Hold	3,535	–	–	﹤0.01%	299
2024 Q2	$912K	Sell	3,535 -180,425	-98%	-$45.8M	﹤0.01%	314
2024 Q1	$44.6M	Sell	183,960 -27,161	-13%	-$6.66M	0.2%	178
2023 Q4	$57.8M	Buy	211,121 +4,856	+2%	+$1.34M	0.26%	148
2023 Q3	$58.5M	Sell	206,265 -19,337	-9%	-$5.67M	0.37%	89
2023 Q2	$67.6M	Sell	225,602 -126,841	-36%	-$36.1M	0.39%	83
2023 Q1	$101M	Sell	352,443 -35,304	-9%	-$10.3M	0.6%	47
2022 Q4	$120M	Sell	387,747 -12,092	-3%	-$3.41M	0.71%	38
2022 Q3	$93.1M	Sell	399,839 -8,506	-2%	-$2.11M	0.61%	47
2022 Q2	$98.2M	Buy	408,345 +54,047	+15%	+$13.1M	0.58%	49
2022 Q1	$88.5M	Buy	+354,298	New	+$91M	0.43%	80

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Epoch Investment Partners's APD Position: Q4 2024 in Review

Epoch Investment Partners sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 3,535 shares — an estimated $1.05M sold.

Epoch Investment Partners first reported a position in APD in Q1 2022 and held it in 11 quarters. The position peaked at $120M in Q4 2022. 1,801 funds tracked by Wall St. Rank hold APD as of Q4 2024.

Epoch Investment Partners reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 3,535 Air Products & Chemicals shares in Q4 2024, an estimated $1.05M.
Epoch Investment Partners first reported a position in Air Products & Chemicals in Q1 2022 and held it in 11 quarters.
Epoch Investment Partners's Air Products & Chemicals position peaked at $120M in Q4 2022.
1,801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.