Lenox Wealth Management’s Air Products & Chemicals APD Stock Holding History

Lenox Wealth 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
2020 Q2	$38K	Hold	159	–	–	0.01%	287
2020 Q1	$31K	Buy	159 +4	+3%	+$912	0.01%	285
2019 Q4	$37K	Hold	155	–	–	0.01%	292
2019 Q3	$34K	Hold	155	–	–	0.01%	298
2019 Q2	$35K	Hold	155	–	–	0.01%	280
2019 Q1	$30K	Hold	155	–	–	0.01%	287
2018 Q4	$25K	Hold	155	–	–	0.01%	262
2018 Q3	$26K	Hold	155	–	–	0.01%	284
2018 Q2	$24K	Hold	155	–	–	0.01%	271
2018 Q1	$24K	Hold	155	–	–	0.01%	275
2017 Q4	$26K	Hold	155	–	–	0.01%	280
2017 Q3	$23K	Hold	155	–	–	0.01%	305
2017 Q2	$22K	Buy	+155	New	+$22K	0.01%	293

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lenox Wealth Management's APD Position: Q2 2020 in Review

Lenox Wealth Management held its Air Products & Chemicals (APD) position steady in Q2 2020 at 159 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #287.

Lenox Wealth Management first reported a position in APD in Q2 2017 and has held it in 13 quarters since. 1,247 funds tracked by Wall St. Rank hold APD as of Q2 2020.

Lenox Wealth Management held 159 shares of Air Products & Chemicals worth $38K as of Q2 2020.
Lenox Wealth Management left its Air Products & Chemicals share count unchanged in Q2 2020.
Air Products & Chemicals made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #287 holding.
Lenox Wealth Management first reported a position in Air Products & Chemicals in Q2 2017 and has held it in 13 quarters since.
1,247 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.