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Lake Street Advisors Group’s Air Products & Chemicals APD Stock Holding History

Lake Street Advisors Group’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 		$588K Buy
2,028
+31
+2% +$9.73K 0.03% 305
2024
Q3 		$595K Buy
1,997
+106
+6% +$29K 0.03% 294
2024
Q2 		$488K Sell
1,891
-125
-6% -$31.7K 0.02% 324
2024
Q1 		$492K Buy
2,016
+40
+2% +$9.8K 0.02% 348
2023
Q4 		$545K Buy
+1,976
New +$543K 0.03% 313
2021
Q3 		– Sell
-1,412
Closed -$392K – 240
2021
Q2 		$392K Sell
1,412
-9
-0.6% -$2.64K 0.03% 201
2021
Q1 		$400K Buy
1,421
+22
+2% +$5.98K 0.03% 184
2020
Q4 		$382K Sell
1,399
-71
-5% -$20K 0.03% 183
2020
Q3 		$438K Buy
1,470
+128
+10% +$36.8K 0.04% 155
2020
Q2 		$324K Sell
1,342
-95
-7% -$21.7K 0.03% 187
2020
Q1 		$287K Buy
1,437
+503
+54% +$115K 0.04% 184
2019
Q4 		$219K Buy
+934
New +$211K 0.02% 231

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 $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 1-Year Est. Return

Lake Street Advisors Group's APD Position: Q4 2024 in Review

Lake Street Advisors Group increased its Air Products & Chemicals (APD) stake by 1.6% in Q4 2024, buying an estimated $9.73K and bringing the position to 2,028 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #305.

Lake Street Advisors Group first reported a position in APD in Q4 2019 and has held it in 12 quarters since. The position peaked at $595K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Lake Street Advisors Group held 2,028 shares of Air Products & Chemicals worth $588K as of Q4 2024.
  • Lake Street Advisors Group bought 31 Air Products & Chemicals shares in Q4 2024, an estimated $9.73K.
  • Air Products & Chemicals made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #305 holding.
  • Lake Street Advisors Group first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 12 quarters since.
  • Lake Street Advisors Group's Air Products & Chemicals position peaked at $595K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.