Jupiter Asset Management’s Air Products & Chemicals APD Stock Holding History

Jupiter Asset 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 Q3	–	Sell	-24,040	Closed	-$7.2M	–	478
2023 Q2	$7.2M	Buy	+24,040	New	+$6.85M	0.08%	245
2022 Q3	–	Sell	-12,332	Closed	-$2.97M	–	529
2022 Q2	$2.97M	Buy	+12,332	New	+$3M	0.04%	318
2021 Q2	–	Sell	-5,851	Closed	-$1.65M	–	582
2021 Q1	$1.65M	Sell	5,851 -312	-5%	-$84.8K	0.02%	413
2020 Q4	$1.68M	Buy	6,163 +2,445	+66%	+$689K	0.02%	427
2020 Q3	$1.11M	Buy	+3,718	New	+$1.07M	0.01%	452

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Asset Management's APD Position: Q3 2023 in Review

Jupiter Asset Management sold out of Air Products & Chemicals (APD) in Q3 2023, closing a stake of 24,040 shares — an estimated $7.2M sold.

Jupiter Asset Management first reported a position in APD in Q3 2020 and held it in 5 quarters. The position peaked at $7.2M in Q2 2023. 1,627 funds tracked by Wall St. Rank hold APD as of Q3 2023.

Jupiter Asset Management reported no remaining Air Products & Chemicals position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 24,040 Air Products & Chemicals shares in Q3 2023, an estimated $7.2M.
Jupiter Asset Management first reported a position in Air Products & Chemicals in Q3 2020 and held it in 5 quarters.
Jupiter Asset Management's Air Products & Chemicals position peaked at $7.2M in Q2 2023.
1,627 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.