Equitable Trust’s Air Products & Chemicals APD Stock Holding History

Equitable Trust’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
2022 Q2	–	Sell	-1,177	Closed	-$294K	–	395
2022 Q1	$294K	Buy	+1,177	New	+$302K	0.02%	326
2021 Q2	–	Sell	-1,087	Closed	-$306K	–	365
2021 Q1	$306K	Sell	1,087 -175	-14%	-$47.6K	0.02%	295
2020 Q4	$345K	Sell	1,262 -225	-15%	-$63.4K	0.03%	279
2020 Q3	$442K	Hold	1,487	–	–	0.04%	243
2020 Q2	$359K	Hold	1,487	–	–	0.03%	248
2020 Q1	$297K	Hold	1,487	–	–	0.03%	253
2019 Q4	$349K	Sell	1,487 -40	-3%	-$9.03K	0.03%	230
2019 Q3	$339K	Buy	1,527 +40	+3%	+$9K	0.04%	224
2019 Q2	$336K	Hold	1,487	–	–	0.04%	225
2019 Q1	$284K	Buy	1,487 +46	+3%	+$7.92K	0.03%	239
2018 Q4	$231K	Sell	1,441 -2,314	-62%	-$367K	0.03%	244
2018 Q3	$627K	Buy	3,755 +2,333	+164%	+$380K	0.07%	184
2018 Q2	$221K	Buy	+1,422	New	+$233K	0.03%	249

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Equitable Trust's APD Position: Q2 2022 in Review

Equitable Trust sold out of Air Products & Chemicals (APD) in Q2 2022, closing a stake of 1,177 shares — an estimated $294K sold.

Equitable Trust first reported a position in APD in Q2 2018 and held it in 13 quarters. The position peaked at $627K in Q3 2018. 1,464 funds tracked by Wall St. Rank hold APD as of Q2 2022.

Equitable Trust reported no remaining Air Products & Chemicals position as of Q2 2022 after selling out during the quarter.
Equitable Trust sold 1,177 Air Products & Chemicals shares in Q2 2022, an estimated $294K.
Equitable Trust first reported a position in Air Products & Chemicals in Q2 2018 and held it in 13 quarters.
Equitable Trust's Air Products & Chemicals position peaked at $627K in Q3 2018.
1,464 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2022.

Based on Equitable Trust's 13F filing for Q2 2022, filed 15 Jul 2022.