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Jay D. Rosenbaum’s Air Products & Chemicals APD Stock Holding History

Jay D. Rosenbaum’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
2021
Q2 		– Sell
-840
Closed -$236K – 44
2021
Q1 		$236K Sell
840
-1,120
-57% -$304K 0.4% 45
2020
Q4 		$535K Sell
1,960
-135
-6% -$38K 0.93% 42
2020
Q3 		$623K Hold
2,095
– – 1.15% 33
2020
Q2 		$507K Hold
2,095
– – 0.99% 39
2020
Q1 		$418K Buy
2,095
+80
+4% +$18.2K 0.96% 42
2019
Q4 		$474K Sell
2,015
-50
-2% -$11.3K 0.84% 44
2019
Q3 		$458K Buy
2,065
+70
+4% +$15.7K 0.87% 45
2019
Q2 		$452K Sell
1,995
-70
-3% -$14.5K 0.86% 46
2019
Q1 		$394K Hold
2,065
– – 0.75% 48
2018
Q4 		$331K Hold
2,065
– – 0.7% 47
2018
Q3 		$345K Buy
2,065
+10
+0.5% +$1.63K 0.63% 47
2018
Q2 		$320K Sell
2,055
-55
-3% -$8.99K 0.63% 46
2018
Q1 		$336K Hold
2,110
– – 0.68% 45
2017
Q4 		$346K Hold
2,110
– – 0.64% 45
2017
Q3 		$319K Hold
2,110
– – 0.61% 46
2017
Q2 		$302K Hold
2,110
– – 0.6% 47
2017
Q1 		$285K Buy
2,110
+50
+2% +$7.05K 0.6% 45
2016
Q4 		$296K Sell
2,060
-80
-4% -$11.2K 0.69% 40
2016
Q3 		$298K Hold
2,140
– – 0.04% 44
2016
Q2 		$281K Buy
2,140
+594
+38% +$79.1K 0.04% 41
2016
Q1 		$206K Buy
+1,546
New +$187K 0.05% 44
2015
Q1 		– Sell
-1,697
Closed -$226K – 43
2014
Q4 		$226K Buy
+1,697
New +$215K 0.05% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jay D. Rosenbaum's APD Position: Q2 2021 in Review

Jay D. Rosenbaum sold out of Air Products & Chemicals (APD) in Q2 2021, closing a stake of 840 shares — an estimated $236K sold.

Jay D. Rosenbaum first reported a position in APD in Q4 2014 and held it in 22 quarters. The position peaked at $623K in Q3 2020. 1,419 funds tracked by Wall St. Rank hold APD as of Q2 2021.

  • Jay D. Rosenbaum reported no remaining Air Products & Chemicals position as of Q2 2021 after selling out during the quarter.
  • Jay D. Rosenbaum sold 840 Air Products & Chemicals shares in Q2 2021, an estimated $236K.
  • Jay D. Rosenbaum first reported a position in Air Products & Chemicals in Q4 2014 and held it in 22 quarters.
  • Jay D. Rosenbaum's Air Products & Chemicals position peaked at $623K in Q3 2020.
  • 1,419 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Jay D. Rosenbaum's 13F filing for Q2 2021, filed 14 Jul 2021.