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Lodestar Investment Counsel’s Air Products & Chemicals APD Stock Holding History

Lodestar Investment Counsel’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
2019
Q2 		$2.29M Buy
10,110
+300
+3% +$62.1K 0.24% 68
2019
Q1 		$1.87M Hold
9,810
– – 0.2% 68
2018
Q4 		$1.57M Buy
9,810
+1,800
+22% +$285K 0.19% 71
2018
Q3 		$1.34M Hold
8,010
– – 0.14% 80
2018
Q2 		$1.25M Hold
8,010
– – 0.14% 83
2018
Q1 		$1.27M Buy
8,010
+450
+6% +$74.2K 0.15% 77
2017
Q4 		$1.24M Hold
7,560
– – 0.14% 79
2017
Q3 		$1.14M Sell
7,560
-690
-8% -$101K 0.14% 81
2017
Q2 		$1.18M Sell
8,250
-50
-0.6% -$7.11K 0.15% 71
2017
Q1 		$1.12M Buy
8,300
+500
+6% +$70.5K 0.15% 74
2016
Q4 		$1.12M Sell
7,800
-990
-11% -$139K 0.15% 73
2016
Q3 		$1.22M Hold
8,790
– – 0.17% 69
2016
Q2 		$1.16M Buy
8,790
+655
+8% +$87.2K 0.16% 69
2016
Q1 		$1.08M Buy
8,135
+5,027
+162% +$608K 0.16% 75
2015
Q4 		$374K Hold
3,108
– – 0.06% 113
2015
Q3 		$367K Hold
3,108
– – 0.06% 111
2015
Q2 		$393K Buy
3,108
+54
+2% +$7.37K 0.06% 113
2015
Q1 		$427K Buy
3,054
+676
+28% +$93.5K 0.07% 113
2014
Q4 		$317K Hold
2,378
– – 0.09% 90
2014
Q3 		$286K Hold
2,378
– – 0.09% 98
2014
Q2 		$283K Hold
2,378
– – 0.09% 98
2014
Q1 		$262K Buy
+2,378
New +$252K 0.08% 100

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
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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lodestar Investment Counsel's APD Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Air Products & Chemicals (APD) stake by 3.1% in Q2 2019, buying an estimated $62.1K and bringing the position to 10,110 shares worth $2.29M. The position accounts for 0.24% of the portfolio, ranked #68.

Lodestar Investment Counsel first reported a position in APD in Q1 2014 and has held it in 22 quarters since. 1,141 funds tracked by Wall St. Rank hold APD as of Q2 2019.

  • Lodestar Investment Counsel held 10,110 shares of Air Products & Chemicals worth $2.29M as of Q2 2019.
  • Lodestar Investment Counsel bought 300 Air Products & Chemicals shares in Q2 2019, an estimated $62.1K.
  • Air Products & Chemicals made up 0.24% of Lodestar Investment Counsel's portfolio in Q2 2019, its #68 holding.
  • Lodestar Investment Counsel first reported a position in Air Products & Chemicals in Q1 2014 and has held it in 22 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.