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Hotaling Investment Management’s Air Products & Chemicals APD Stock Holding History

Hotaling Investment Management’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
Q1 		– Sell
-1,884
Closed -$573K – 129
2021
Q4 		$573K Buy
1,884
+323
+21% +$94.8K 0.2% 86
2021
Q3 		$400K Buy
1,561
+31
+2% +$8.57K 0.17% 87
2021
Q2 		$440K Buy
1,530
+52
+4% +$15.3K 0.18% 86
2021
Q1 		$416K Buy
1,478
+106
+8% +$28.8K 0.19% 86
2020
Q4 		$375K Buy
1,372
+175
+15% +$49.3K 0.17% 86
2020
Q3 		$357K Sell
1,197
-55
-4% -$15.8K 0.19% 84
2020
Q2 		$302K Buy
1,252
+39
+3% +$8.9K 0.17% 86
2020
Q1 		$242K Sell
1,213
-11
-0.9% -$2.51K 0.18% 87
2019
Q4 		$288K Sell
1,224
-56
-4% -$12.6K 0.17% 92
2019
Q3 		$284K Sell
1,280
-7
-0.5% -$1.57K 0.18% 90
2019
Q2 		$291K Sell
1,287
-52
-4% -$10.8K 0.19% 94
2019
Q1 		$256K Sell
1,339
-70
-5% -$12K 0.17% 101
2018
Q4 		$226K Buy
+1,409
New +$223K 0.18% 101

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotaling Investment Management's APD Position: Q1 2022 in Review

Hotaling Investment Management sold out of Air Products & Chemicals (APD) in Q1 2022, closing a stake of 1,884 shares — an estimated $573K sold.

Hotaling Investment Management first reported a position in APD in Q4 2018 and held it in 13 quarters. The position peaked at $573K in Q4 2021. 1,481 funds tracked by Wall St. Rank hold APD as of Q1 2022.

  • Hotaling Investment Management reported no remaining Air Products & Chemicals position as of Q1 2022 after selling out during the quarter.
  • Hotaling Investment Management sold 1,884 Air Products & Chemicals shares in Q1 2022, an estimated $573K.
  • Hotaling Investment Management first reported a position in Air Products & Chemicals in Q4 2018 and held it in 13 quarters.
  • Hotaling Investment Management's Air Products & Chemicals position peaked at $573K in Q4 2021.
  • 1,481 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2022.

Based on Hotaling Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.