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

Oakwood 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
2021
Q2 		$6.43M Buy
22,338
+9,346
+72% +$2.74M 1.66% 25
2021
Q1 		$3.65M Buy
12,992
+423
+3% +$115K 1.08% 40
2020
Q4 		$3.43M Buy
+12,569
New +$3.54M 1.05% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Oakwood Capital Management's APD Position: Q2 2021 in Review

Oakwood Capital Management increased its Air Products & Chemicals (APD) stake by 72% in Q2 2021, buying an estimated $2.74M and bringing the position to 22,338 shares worth $6.43M. The position accounts for 1.66% of the portfolio, ranked #25.

Oakwood Capital Management first reported a position in APD in Q4 2020 and has held it in 3 quarters since. 1,418 funds tracked by Wall St. Rank hold APD as of Q2 2021.

  • Oakwood Capital Management held 22,338 shares of Air Products & Chemicals worth $6.43M as of Q2 2021.
  • Oakwood Capital Management bought 9,346 Air Products & Chemicals shares in Q2 2021, an estimated $2.74M.
  • Air Products & Chemicals made up 1.66% of Oakwood Capital Management's portfolio in Q2 2021, its #25 holding.
  • Oakwood Capital Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 3 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.