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

Neo Ivy 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	$40K	Buy	+146	New	+$40.1K	0.09%	184
2022 Q1	–	Sell	-173	Closed	-$53K	–	479
2021 Q4	$53K	Buy	+173	New	+$50.8K	0.08%	272
2021 Q2	–	Sell	-238	Closed	-$67K	–	443
2021 Q1	$67K	Sell	238 -267	-53%	-$72.6K	0.07%	300
2020 Q4	$138K	Buy	+505	New	+$142K	0.15%	206
2019 Q4	–	Sell	-311	Closed	-$70K	–	262
2019 Q3	$70K	Buy	+311	New	+$70K	0.05%	239

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neo Ivy Capital Management's APD Position: Q4 2023 in Review

Neo Ivy Capital Management opened a new position in Air Products & Chemicals (APD) in Q4 2023: 146 shares worth $40K. The stake represents 0.09% of the portfolio and ranks #184 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in APD as recently as Q4 2021.

Neo Ivy Capital Management first reported a position in APD in Q3 2019 and has held it in 5 quarters since. The position peaked at $138K in Q4 2020. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Neo Ivy Capital Management held 146 shares of Air Products & Chemicals worth $40K as of Q4 2023.
Air Products & Chemicals was a new Neo Ivy Capital Management position in Q4 2023.
Air Products & Chemicals made up 0.09% of Neo Ivy Capital Management's portfolio in Q4 2023, its #184 holding.
Neo Ivy Capital Management first reported a position in Air Products & Chemicals in Q3 2019 and has held it in 5 quarters since.
Neo Ivy Capital Management's Air Products & Chemicals position peaked at $138K in Q4 2020.
1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.