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

Morse 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
2024 Q4	–	Sell	-40	Closed	-$11.9K	–	334
2024 Q3	$11.9K	Buy	+40	New	+$10.9K	﹤0.01%	256
2019 Q3	–	Sell	-1,000	Closed	-$226K	–	123
2019 Q2	$226K	Sell	1,000 -300	-23%	-$62.1K	0.07%	120
2019 Q1	$248K	Hold	1,300	–	–	0.07%	117
2018 Q4	$208K	Hold	1,300	–	–	0.07%	114
2018 Q3	$217K	Sell	1,300 -65	-5%	-$10.6K	0.06%	125
2018 Q2	$213K	Buy	1,365 +65	+5%	+$10.6K	0.06%	131
2018 Q1	$207K	Hold	1,300	–	–	0.06%	137
2017 Q4	$213K	Buy	+1,300	New	+$207K	0.06%	131

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morse Asset Management's APD Position: Q4 2024 in Review

Morse Asset Management sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 40 shares — an estimated $11.9K sold.

Morse Asset Management first reported a position in APD in Q4 2017 and held it in 8 quarters. The position peaked at $248K in Q1 2019. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

Morse Asset Management reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
Morse Asset Management sold 40 Air Products & Chemicals shares in Q4 2024, an estimated $11.9K.
Morse Asset Management first reported a position in Air Products & Chemicals in Q4 2017 and held it in 8 quarters.
Morse Asset Management's Air Products & Chemicals position peaked at $248K in Q1 2019.
1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.