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Monument Capital Management’s Air Products & Chemicals APD Stock Holding History

Monument Capital 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
2023
Q4 		– Sell
-728
Closed -$206K – 179
2023
Q3 		$206K Sell
728
-3
-0.4% -$880 0.07% 159
2023
Q2 		$219K Sell
731
-86
-11% -$24.5K 0.07% 152
2023
Q1 		$235K Buy
817
+125
+18% +$36.5K 0.08% 134
2022
Q4 		$213K Buy
+692
New +$195K 0.07% 149

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monument Capital Management's APD Position: Q4 2023 in Review

Monument Capital Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 728 shares — an estimated $206K sold.

Monument Capital Management first reported a position in APD in Q4 2022 and held it in 4 quarters. The position peaked at $235K in Q1 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Monument Capital Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Monument Capital Management sold 728 Air Products & Chemicals shares in Q4 2023, an estimated $206K.
  • Monument Capital Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 4 quarters.
  • Monument Capital Management's Air Products & Chemicals position peaked at $235K in Q1 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Monument Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.