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APD icon

Ergoteles’s Air Products & Chemicals APD Stock Holding History

Ergoteles’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
2023
Q3 		– Sell
-7,652
Closed -$2.29M – 86
2023
Q2 		$2.29M Sell
7,652
-3,775
-33% -$1.07M 0.11% 238
2023
Q1 		$3.28M Buy
11,427
+4,794
+72% +$1.4M 0.13% 147
2022
Q4 		$2.04M Buy
+6,633
New +$1.87M 0.08% 275
2022
Q3 		– Sell
-3,926
Closed -$944K – 1530
2022
Q2 		$944K Sell
3,926
-20,132
-84% -$4.9M 0.03% 567
2022
Q1 		$6.01M Buy
24,058
+21,359
+791% +$5.49M 0.23% 106
2021
Q4 		$821K Buy
+2,699
New +$792K 0.03% 479
2021
Q3 		– Sell
-8,061
Closed -$2.32M – 1180
2021
Q2 		$2.32M Buy
8,061
+3,652
+83% +$1.07M 0.05% 344
2021
Q1 		$1.24M Buy
+4,409
New +$1.2M 0.04% 338

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return