FHC
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First Heartland Consultants’s Air Products & Chemicals APD Stock Holding History

First Heartland Consultants’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
-867
Closed -$258K – 449
2024
Q3 		$258K Hold
867
– – 0.03% 374
2024
Q2 		$224K Buy
+867
New +$220K 0.02% 388
2024
Q1 		– Sell
-821
Closed -$225K – 423
2023
Q4 		$225K Buy
821
+100
+14% +$27.5K 0.03% 338
2023
Q3 		$204K Hold
721
– – 0.03% 360
2023
Q2 		$216K Buy
721
+5
+0.7% +$1.42K 0.03% 344
2023
Q1 		$206K Buy
+716
New +$209K 0.03% 341

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
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

First Heartland Consultants's APD Position: Q4 2024 in Review

First Heartland Consultants sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 867 shares — an estimated $258K sold.

First Heartland Consultants first reported a position in APD in Q1 2023 and held it in 6 quarters. The position peaked at $258K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • First Heartland Consultants reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • First Heartland Consultants sold 867 Air Products & Chemicals shares in Q4 2024, an estimated $258K.
  • First Heartland Consultants first reported a position in Air Products & Chemicals in Q1 2023 and held it in 6 quarters.
  • First Heartland Consultants's Air Products & Chemicals position peaked at $258K in Q3 2024.
  • 1,803 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.