LD
APD icon

Lipe & Dalton’s Air Products & Chemicals APD Stock Holding History

Lipe & Dalton’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 		– Sell
-100
Closed -$20K – 96
2020
Q1 		$20K Hold
100
– – 0.02% 91
2019
Q4 		$23K Hold
100
– – 0.02% 99
2019
Q3 		$22K Hold
100
– – 0.02% 101
2019
Q2 		$23K Buy
+100
New +$20.7K 0.02% 93

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lipe & Dalton's APD Position: Q2 2020 in Review

Lipe & Dalton sold out of Air Products & Chemicals (APD) in Q2 2020, closing a stake of 100 shares — an estimated $20K sold.

Lipe & Dalton first reported a position in APD in Q2 2019 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 1,248 funds tracked by Wall St. Rank hold APD as of Q2 2020.

  • Lipe & Dalton reported no remaining Air Products & Chemicals position as of Q2 2020 after selling out during the quarter.
  • Lipe & Dalton sold 100 Air Products & Chemicals shares in Q2 2020, an estimated $20K.
  • Lipe & Dalton first reported a position in Air Products & Chemicals in Q2 2019 and held it in 4 quarters.
  • Lipe & Dalton's Air Products & Chemicals position peaked at $23K in Q4 2019.
  • 1,248 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2020.

Based on Lipe & Dalton's 13F filing for Q2 2020, filed 7 Aug 2020.