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

Planning Capital Management Corporation’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
Q3 		$3.95M Sell
13,282
-489
-4% -$134K 2.62% 11
2024
Q2 		$3.55M Sell
13,771
-687
-5% -$174K 2.51% 14
2024
Q1 		$3.5M Buy
14,458
+997
+7% +$244K 2.56% 17
2023
Q4 		$3.69M Buy
+13,461
New +$3.7M 2.88% 10

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's APD Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Air Products & Chemicals (APD) stake by 3.6% in Q3 2024, selling an estimated $134K and leaving 13,282 shares worth $3.95M. The position accounts for 2.62% of the portfolio, ranked #11.

Planning Capital Management Corporation first reported a position in APD in Q4 2023 and has held it in 4 quarters since. 1,672 funds tracked by Wall St. Rank hold APD as of Q3 2024.

  • Planning Capital Management Corporation held 13,282 shares of Air Products & Chemicals worth $3.95M as of Q3 2024.
  • Planning Capital Management Corporation sold 489 Air Products & Chemicals shares in Q3 2024, an estimated $134K.
  • Air Products & Chemicals made up 2.62% of Planning Capital Management Corporation's portfolio in Q3 2024, its #11 holding.
  • Planning Capital Management Corporation first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 4 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.