NR
APD icon

Newfound Research’s Air Products & Chemicals APD Stock Holding History

Newfound Research’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
2022
Q3 		$86K Sell
368
-39
-10% -$9.65K 0.21% 27
2022
Q2 		$98K Sell
407
-142
-26% -$34.5K 0.21% 36
2022
Q1 		$137K Buy
549
+33
+6% +$8.48K 0.18% 56
2021
Q4 		$157K Buy
516
+170
+49% +$49.9K 0.19% 36
2021
Q3 		$89K Buy
+346
New +$95.7K 0.14% 79
2021
Q1 		– Sell
-401
Closed -$110K – 129
2020
Q4 		$110K Buy
401
+280
+231% +$78.9K 0.28% 71
2020
Q3 		$36K Buy
+121
New +$34.8K 0.1% 46

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newfound Research's APD Position: Q3 2022 in Review

Newfound Research reduced its Air Products & Chemicals (APD) stake by 9.6% in Q3 2022, selling an estimated $9.65K and leaving 368 shares worth $86K. The position accounts for 0.21% of the portfolio, ranked #27.

Newfound Research first reported a position in APD in Q3 2020 and has held it in 7 quarters since. The position peaked at $157K in Q4 2021. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Newfound Research held 368 shares of Air Products & Chemicals worth $86K as of Q3 2022.
  • Newfound Research sold 39 Air Products & Chemicals shares in Q3 2022, an estimated $9.65K.
  • Air Products & Chemicals made up 0.21% of Newfound Research's portfolio in Q3 2022, its #27 holding.
  • Newfound Research first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 7 quarters since.
  • Newfound Research's Air Products & Chemicals position peaked at $157K in Q4 2021.
  • 1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.