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Mar Vista Investment Partners’s Air Products & Chemicals APD Stock Holding History

Mar Vista Investment Partners’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
Q1 		– Sell
-52
Closed -$14.2K – 61
2023
Q4 		$14.2K Sell
52
-279,078
-100% -$76.7M ﹤0.01% 60
2023
Q3 		$79.1M Sell
279,130
-17,300
-6% -$5.07M 3.79% 8
2023
Q2 		$88.8M Sell
296,430
-14,882
-5% -$4.24M 3.72% 10
2023
Q1 		$89.4M Buy
311,312
+679
+0.2% +$198K 3.97% 10
2022
Q4 		$95.8M Sell
310,633
-170,663
-35% -$48.1M 4.29% 6
2022
Q3 		$112M Buy
481,296
+2,064
+0.4% +$511K 5% 2
2022
Q2 		$115M Sell
479,232
-60,299
-11% -$14.7M 4.74% 2
2022
Q1 		$135M Buy
539,531
+152,858
+40% +$39.3M 4.23% 7
2021
Q4 		$118M Sell
386,673
-84,639
-18% -$24.8M 3.18% 14
2021
Q3 		$121M Sell
471,312
-22,234
-5% -$6.15M 3.11% 14
2021
Q2 		$142M Sell
493,546
-68,319
-12% -$20.1M 3.5% 12
2021
Q1 		$158M Buy
561,865
+172,930
+44% +$47M 3.66% 10
2020
Q4 		$106M Buy
+388,935
New +$110M 2.63% 17

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mar Vista Investment Partners's APD Position: Q1 2024 in Review

Mar Vista Investment Partners sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 52 shares — an estimated $14.2K sold.

Mar Vista Investment Partners first reported a position in APD in Q4 2020 and held it in 13 quarters. The position peaked at $158M in Q1 2021. 1,654 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Mar Vista Investment Partners reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Mar Vista Investment Partners sold 52 Air Products & Chemicals shares in Q1 2024, an estimated $14.2K.
  • Mar Vista Investment Partners first reported a position in Air Products & Chemicals in Q4 2020 and held it in 13 quarters.
  • Mar Vista Investment Partners's Air Products & Chemicals position peaked at $158M in Q1 2021.
  • 1,654 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Mar Vista Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.