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

Orser 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 		– Sell
-8,360
Closed -$2.37M – 44
2023
Q3 		$2.37M Hold
8,360
– – 2.34% 13
2023
Q2 		$2.5M Buy
8,360
+4,185
+100% +$1.19M 2.5% 13
2023
Q1 		$1.2M Sell
4,175
-30
-0.7% -$8.76K 1.35% 25
2022
Q4 		$1.3M Buy
+4,205
New +$1.18M 1.87% 19

Other funds holding APD

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orser Capital Management's APD Position: Q4 2023 in Review

Orser Capital Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 8,360 shares — an estimated $2.37M sold.

Orser Capital Management first reported a position in APD in Q4 2022 and held it in 4 quarters. The position peaked at $2.5M in Q2 2023. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Orser Capital Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Orser Capital Management sold 8,360 Air Products & Chemicals shares in Q4 2023, an estimated $2.37M.
  • Orser Capital Management first reported a position in Air Products & Chemicals in Q4 2022 and held it in 4 quarters.
  • Orser Capital Management's Air Products & Chemicals position peaked at $2.5M in Q2 2023.
  • 1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Orser Capital Management's 13F filing for Q4 2023, filed 9 Jan 2024.