Koss-Olinger Consulting’s Air Products & Chemicals APD Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-1,894	Closed	-$519K	–	59
2023 Q4	$519K	Sell	1,894 -1,973	-51%	-$542K	0.05%	147
2023 Q3	$1.1M	Hold	3,867	–	–	0.16%	80
2023 Q2	$1.16M	Sell	3,867 -36	-0.9%	-$10.3K	0.13%	81
2023 Q1	$1.12M	Buy	3,903 +45	+1%	+$13.1K	0.14%	80
2022 Q4	$1.19M	Sell	3,858 -2,391	-38%	-$674K	0.17%	74
2022 Q3	$1.45M	Buy	6,249 +2,044	+49%	+$506K	0.25%	32
2022 Q2	$1.01M	Sell	4,205 -1,161	-22%	-$282K	0.18%	48
2022 Q1	$1.34M	Buy	5,366 +1,955	+57%	+$502K	0.22%	40
2021 Q4	$1.04M	Buy	3,411 +1,127	+49%	+$331K	0.16%	52
2021 Q3	$585K	Buy	2,284 +1,563	+217%	+$432K	0.1%	98
2021 Q2	$207K	Buy	+721	New	+$212K	0.03%	221

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koss-Olinger Consulting's APD Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 1,894 shares — an estimated $519K sold.

Koss-Olinger Consulting first reported a position in APD in Q2 2021 and held it in 11 quarters. The position peaked at $1.45M in Q3 2022. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

Koss-Olinger Consulting reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 1,894 Air Products & Chemicals shares in Q1 2024, an estimated $519K.
Koss-Olinger Consulting first reported a position in Air Products & Chemicals in Q2 2021 and held it in 11 quarters.
Koss-Olinger Consulting's Air Products & Chemicals position peaked at $1.45M in Q3 2022.
1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.