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McCarthy Asset Management’s Air Products & Chemicals APD Stock Holding History

McCarthy Asset 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
2021
Q3 		– Sell
-24
Closed -$7K – 344
2021
Q2 		$7K Buy
+24
New +$7.04K 0.01% 221
2021
Q1 		– Sell
-183
Closed -$50K – 359
2020
Q4 		$50K Buy
+183
New +$51.5K 0.04% 86

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McCarthy Asset Management's APD Position: Q3 2021 in Review

McCarthy Asset Management sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 24 shares — an estimated $7K sold.

McCarthy Asset Management first reported a position in APD in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q4 2020. 1,394 funds tracked by Wall St. Rank hold APD as of Q3 2021.

  • McCarthy Asset Management reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 24 Air Products & Chemicals shares in Q3 2021, an estimated $7K.
  • McCarthy Asset Management first reported a position in Air Products & Chemicals in Q4 2020 and held it in 2 quarters.
  • McCarthy Asset Management's Air Products & Chemicals position peaked at $50K in Q4 2020.
  • 1,394 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on McCarthy Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.