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Jackson Wealth Management’s Air Products & Chemicals APD Stock Holding History

Jackson Wealth 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
2023
Q4 		– Sell
-6,546
Closed -$1.85M – 145
2023
Q3 		$1.85M Buy
6,546
+348
+6% +$102K 0.27% 66
2023
Q2 		$1.86M Buy
6,198
+253
+4% +$72K 0.27% 66
2023
Q1 		$1.71M Buy
+5,945
New +$1.74M 1.28% 33
2022
Q2 		– Sell
-20,000
Closed -$5M – 93
2022
Q1 		$5M Buy
20,000
+162
+0.8% +$41.6K 0.69% 40
2021
Q4 		$6.04M Buy
19,838
+568
+3% +$167K 0.76% 41
2021
Q3 		$117K Buy
19,270
+855
+5% +$236K 1.42% 16
2021
Q2 		$5.3M Buy
18,415
+1,172
+7% +$344K 0.67% 41
2021
Q1 		$4.85M Buy
17,243
+1,321
+8% +$359K 0.73% 43
2020
Q4 		$4.35M Buy
15,922
+1,214
+8% +$342K 0.59% 45
2020
Q3 		$4.38M Buy
14,708
+6,526
+80% +$1.88M 0.66% 39
2020
Q2 		$1.98M Buy
8,182
+546
+7% +$125K 0.35% 67
2020
Q1 		$1.78M Buy
7,636
+157
+2% +$35.8K 0.37% 58
2019
Q4 		$1.82M Buy
7,479
+46
+0.6% +$10.4K 0.3% 85
2019
Q3 		$1.6M Buy
+7,433
New +$1.67M 0.34% 78
2015
Q4 		– Sell
-6,510
Closed -$768K – 68
2015
Q3 		$768K Sell
6,510
-1,124
-15% -$143K 0.28% 79
2015
Q2 		$968K Sell
7,634
-2,481
-25% -$338K 0.33% 81
2015
Q1 		$1.42M Buy
+10,115
New +$1.4M 0.46% 75

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Wealth Management's APD Position: Q4 2023 in Review

Jackson Wealth Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 6,546 shares — an estimated $1.85M sold.

Jackson Wealth Management first reported a position in APD in Q1 2015 and held it in 17 quarters. The position peaked at $6.04M in Q4 2021. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Jackson Wealth Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 6,546 Air Products & Chemicals shares in Q4 2023, an estimated $1.85M.
  • Jackson Wealth Management first reported a position in Air Products & Chemicals in Q1 2015 and held it in 17 quarters.
  • Jackson Wealth Management's Air Products & Chemicals position peaked at $6.04M in Q4 2021.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Jackson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.