InterOcean Capital Group’s Air Products & Chemicals APD Stock Holding History

InterOcean Capital Group’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 Q1	$360K	Buy	1,486 +14	+1%	+$3.43K	0.01%	353
2023 Q4	$403K	Sell	1,472 -72	-5%	-$19.8K	0.01%	327
2023 Q3	$438K	Sell	1,544 -30	-2%	-$8.8K	0.01%	291
2023 Q2	$471K	Buy	1,574 +67	+4%	+$19.1K	0.01%	283
2023 Q1	$433K	Buy	1,507 +38	+3%	+$11.1K	0.01%	275
2022 Q4	$453K	Hold	1,469	–	–	0.02%	276
2022 Q3	$342K	Buy	1,469 +200	+16%	+$49.5K	0.01%	288
2022 Q2	$305K	Buy	+1,269	New	+$309K	0.01%	329

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

InterOcean Capital Group's APD Position: Q1 2024 in Review

InterOcean Capital Group increased its Air Products & Chemicals (APD) stake by 0.95% in Q1 2024, buying an estimated $3.43K and bringing the position to 1,486 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #353.

InterOcean Capital Group first reported a position in APD in Q2 2022 and has held it in 8 quarters since. The position peaked at $471K in Q2 2023. 1,658 funds tracked by Wall St. Rank hold APD as of Q1 2024.

InterOcean Capital Group held 1,486 shares of Air Products & Chemicals worth $360K as of Q1 2024.
InterOcean Capital Group bought 14 Air Products & Chemicals shares in Q1 2024, an estimated $3.43K.
Air Products & Chemicals made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #353 holding.
InterOcean Capital Group first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's Air Products & Chemicals position peaked at $471K in Q2 2023.
1,658 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.