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Householder Group Estate & Retirement Specialist’s Air Products & Chemicals APD Stock Holding History

Householder Group Estate & Retirement Specialist’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
-260
Closed -$77K – 566
2024
Q3 		$77K Buy
260
+1
+0.4% +$273 0.02% 410
2024
Q2 		$66K Buy
259
+40
+18% +$10.1K 0.02% 434
2024
Q1 		$53.2K Hold
219
– – 0.02% 459
2023
Q4 		$60K Sell
219
-20
-8% -$5.5K 0.02% 426
2023
Q3 		$67.9K Buy
+239
New +$70.1K 0.02% 387
2023
Q1 		$69K Sell
240
-66
-22% -$19.3K 0.03% 374
2022
Q4 		$94K Buy
306
+67
+28% +$18.9K 0.14% 75
2022
Q3 		$55K Buy
+239
New +$59.2K 0.02% 379

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's APD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 260 shares — an estimated $77K sold.

Householder Group Estate & Retirement Specialist first reported a position in APD in Q3 2022 and held it in 8 quarters. The position peaked at $94K in Q4 2022. 1,798 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 260 Air Products & Chemicals shares in Q4 2024, an estimated $77K.
  • Householder Group Estate & Retirement Specialist first reported a position in Air Products & Chemicals in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Air Products & Chemicals position peaked at $94K in Q4 2022.
  • 1,798 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.