MFG
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Magnus Financial Group’s Air Products & Chemicals APD Stock Holding History

Magnus Financial 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 		– Sell
-672
Closed -$200K – 368
2024
Q3 		$200K Buy
+672
New +$184K 0.02% 329
2023
Q4 		– Sell
-725
Closed -$206K – 289
2023
Q3 		$206K Sell
725
-20
-3% -$5.87K 0.03% 251
2023
Q2 		$223K Buy
745
+11
+1% +$3.13K 0.03% 246
2023
Q1 		$211K Buy
734
+40
+6% +$11.7K 0.03% 256
2022
Q4 		$214K Buy
+694
New +$196K 0.03% 244
2021
Q1 		– Sell
-845
Closed -$231K – 242
2020
Q4 		$231K Sell
845
-161
-16% -$45.3K 0.02% 267
2020
Q3 		$300K Sell
1,006
-166
-14% -$47.8K 0.03% 195
2020
Q2 		$283K Buy
1,172
+38
+3% +$8.68K 0.03% 382
2020
Q1 		$226K Buy
1,134
+53
+5% +$12.1K 0.03% 408
2019
Q4 		$254K Sell
1,081
-548
-34% -$124K 0.04% 379
2019
Q3 		$361K Buy
1,629
+48
+3% +$10.8K 0.07% 183
2019
Q2 		$358K Sell
1,581
-13
-0.8% -$2.69K 0.07% 180
2019
Q1 		$304K Sell
1,594
-9
-0.6% -$1.55K 0.06% 229
2018
Q4 		$257K Buy
+1,603
New +$254K 0.07% 243

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Magnus Financial Group's APD Position: Q4 2024 in Review

Magnus Financial Group sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 672 shares — an estimated $200K sold.

Magnus Financial Group first reported a position in APD in Q4 2018 and held it in 14 quarters. The position peaked at $361K in Q3 2019. 1,803 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Magnus Financial Group reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Magnus Financial Group sold 672 Air Products & Chemicals shares in Q4 2024, an estimated $200K.
  • Magnus Financial Group first reported a position in Air Products & Chemicals in Q4 2018 and held it in 14 quarters.
  • Magnus Financial Group's Air Products & Chemicals position peaked at $361K in Q3 2019.
  • 1,803 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Magnus Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.