Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Air Products & Chemicals APD Stock Holding History

Jacobs Levy Equity 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
2024
Q4 		– Sell
-979
Closed -$291K – 936
2024
Q3 		$291K Hold
979
– – ﹤0.01% 889
2024
Q2 		$253K Sell
979
-180
-16% -$45.7K ﹤0.01% 902
2024
Q1 		$281K Buy
+1,159
New +$284K ﹤0.01% 864
2019
Q4 		– Sell
-3,440
Closed -$763K – 994
2019
Q3 		$763K Sell
3,440
-14,340
-81% -$3.23M 0.01% 656
2019
Q2 		$4.03M Buy
17,780
+13,010
+273% +$2.69M 0.06% 388
2019
Q1 		$911K Sell
4,770
-19,740
-81% -$3.4M 0.01% 682
2018
Q4 		$3.92M Sell
24,510
-33,220
-58% -$5.27M 0.07% 317
2018
Q3 		$9.64M Buy
57,730
+33,320
+137% +$5.43M 0.14% 185
2018
Q2 		$3.8M Buy
+24,410
New +$3.99M 0.06% 361
2016
Q2 		– Sell
-9,416
Closed -$1.25M – 1148
2016
Q1 		$1.25M Buy
+9,416
New +$1.14M 0.03% 514

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 $1.6B AUM 20.7% 1-Year Est. Return

Jacobs Levy Equity Management's APD Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 979 shares — an estimated $291K sold.

Jacobs Levy Equity Management first reported a position in APD in Q1 2016 and held it in 10 quarters. The position peaked at $9.64M in Q3 2018. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 979 Air Products & Chemicals shares in Q4 2024, an estimated $291K.
  • Jacobs Levy Equity Management first reported a position in Air Products & Chemicals in Q1 2016 and held it in 10 quarters.
  • Jacobs Levy Equity Management's Air Products & Chemicals position peaked at $9.64M in Q3 2018.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.