Notis-McConarty Edward’s Air Products & Chemicals APD Stock Holding History

Notis-McConarty Edward’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	-1,000	Closed	-$298K	–	79
2024 Q3	$298K	Hold	1,000	–	–	0.13%	72
2024 Q2	$258K	Hold	1,000	–	–	0.1%	83
2024 Q1	$242K	Hold	1,000	–	–	0.1%	85
2023 Q4	$274K	Hold	1,000	–	–	0.11%	83
2023 Q3	$283K	Hold	1,000	–	–	0.12%	85
2023 Q2	$300K	Hold	1,000	–	–	0.11%	84
2023 Q1	$287K	Hold	1,000	–	–	0.11%	85
2022 Q4	$308K	Hold	1,000	–	–	0.13%	87
2022 Q3	$233K	Hold	1,000	–	–	0.1%	90
2022 Q2	$240K	Hold	1,000	–	–	0.1%	94
2022 Q1	$250K	Hold	1,000	–	–	0.09%	99
2021 Q4	$304K	Hold	1,000	–	–	0.1%	91
2021 Q3	$256K	Hold	1,000	–	–	0.09%	94
2021 Q2	$288K	Hold	1,000	–	–	0.11%	92
2021 Q1	$281K	Hold	1,000	–	–	0.11%	89
2020 Q4	$273K	Hold	1,000	–	–	0.11%	90
2020 Q3	$298K	Hold	1,000	–	–	0.13%	84
2020 Q2	$241K	Buy	+1,000	New	+$228K	0.11%	89
2020 Q1	–	Sell	-1,000	Closed	-$235K	–	89
2019 Q4	$235K	Hold	1,000	–	–	0.1%	95
2019 Q3	$222K	Hold	1,000	–	–	0.1%	98
2019 Q2	$226K	Buy	+1,000	New	+$207K	0.11%	98

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Notis-McConarty Edward's APD Position: Q4 2024 in Review

Notis-McConarty Edward sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 1,000 shares — an estimated $298K sold.

Notis-McConarty Edward first reported a position in APD in Q2 2019 and held it in 21 quarters. The position peaked at $308K in Q4 2022. 1,801 funds tracked by Wall St. Rank hold APD as of Q4 2024.

Notis-McConarty Edward reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
Notis-McConarty Edward sold 1,000 Air Products & Chemicals shares in Q4 2024, an estimated $298K.
Notis-McConarty Edward first reported a position in Air Products & Chemicals in Q2 2019 and held it in 21 quarters.
Notis-McConarty Edward's Air Products & Chemicals position peaked at $308K in Q4 2022.
1,801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Notis-McConarty Edward's 13F filing for Q4 2024, filed 13 Feb 2025.