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Northwest & Ethical Investments’s Air Products & Chemicals APD Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-2,664
Closed -$729K – 491
2023
Q4 		$729K Hold
2,664
– – 0.02% 285
2023
Q3 		$755K Buy
2,664
+457
+21% +$134K 0.03% 291
2023
Q2 		$661K Buy
+2,207
New +$628K 0.02% 304
2022
Q1 		– Sell
-3,779
Closed -$1.15M – 406
2021
Q4 		$1.15M Buy
3,779
+1,414
+60% +$415K 0.03% 288
2021
Q3 		$606K Sell
2,365
-2,782
-54% -$770K 0.02% 329
2021
Q2 		$1.48M Hold
5,147
– – 0.05% 266
2021
Q1 		$1.45M Sell
5,147
-1,047
-17% -$285K 0.05% 303
2020
Q4 		$1.69M Hold
6,194
– – 0.06% 272
2020
Q3 		$1.84M Sell
6,194
-8,612
-58% -$2.48M 0.08% 247
2020
Q2 		$3.58M Buy
14,806
+175
+1% +$40K 0.17% 161
2020
Q1 		$2.92M Buy
14,631
+364
+3% +$83K 0.17% 168
2019
Q4 		$3.35M Sell
14,267
-1,847
-11% -$417K 0.15% 181
2019
Q3 		$3.58M Sell
16,114
-6,528
-29% -$1.47M 0.17% 156
2019
Q2 		$5.13M Sell
22,642
-112
-0.5% -$23.2K 0.26% 120
2019
Q1 		$4.35M Sell
22,754
-446
-2% -$76.8K 0.23% 139
2018
Q4 		$3.71M Buy
23,200
+7,000
+43% +$1.11M 0.22% 139
2018
Q3 		$2.71M Hold
16,200
– – 0.17% 177
2018
Q2 		$2.52M Sell
16,200
-1,600
-9% -$262K 0.17% 185
2018
Q1 		$2.83M Buy
17,800
+11,200
+170% +$1.85M 0.19% 176
2017
Q4 		$1.08M Hold
6,600
– – 0.07% 276
2017
Q3 		$998K Buy
6,600
+200
+3% +$29.3K 0.06% 284
2017
Q2 		$916K Sell
6,400
-6,200
-49% -$881K 0.06% 289
2017
Q1 		$1.7M Sell
12,600
-8,800
-41% -$1.24M 0.12% 217
2016
Q4 		$3.08M Sell
21,400
-1,733
-7% -$243K 0.21% 120
2016
Q3 		$3.22M Buy
+23,133
New +$3.21M 0.23% 110

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Northwest & Ethical Investments's APD Position: Q1 2024 in Review

Northwest & Ethical Investments sold out of Air Products & Chemicals (APD) in Q1 2024, closing a stake of 2,664 shares — an estimated $729K sold.

Northwest & Ethical Investments first reported a position in APD in Q3 2016 and held it in 25 quarters. The position peaked at $5.13M in Q2 2019. 1,659 funds tracked by Wall St. Rank hold APD as of Q1 2024.

  • Northwest & Ethical Investments reported no remaining Air Products & Chemicals position as of Q1 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,664 Air Products & Chemicals shares in Q1 2024, an estimated $729K.
  • Northwest & Ethical Investments first reported a position in Air Products & Chemicals in Q3 2016 and held it in 25 quarters.
  • Northwest & Ethical Investments's Air Products & Chemicals position peaked at $5.13M in Q2 2019.
  • 1,659 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2024.

Based on Northwest & Ethical Investments's 13F filing for Q1 2024, filed 9 Jul 2025.