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

Pointe 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
2025 Q1	–	Sell	-899	Closed	-$261K	–	154
2024 Q4	$261K	Buy	899 +13	+1%	+$4.08K	0.15%	130
2024 Q3	$264K	Hold	886	–	–	0.15%	131
2024 Q2	$229K	Hold	886	–	–	0.14%	140
2024 Q1	$215K	Hold	886	–	–	0.13%	149
2023 Q4	$243K	Buy	886 +10	+1%	+$2.75K	0.17%	130
2023 Q3	$248K	Buy	876 +6	+0.7%	+$1.76K	0.18%	122
2023 Q2	$261K	Buy	870 +13	+2%	+$3.7K	0.2%	124
2023 Q1	$246K	Hold	857	–	–	0.18%	127
2022 Q4	$264K	Buy	+857	New	+$241K	0.2%	121
2022 Q3	–	Sell	-845	Closed	-$203K	–	141
2022 Q2	$203K	Hold	845	–	–	0.15%	135
2022 Q1	$211K	Buy	845 +123	+17%	+$31.6K	0.13%	140
2021 Q4	$220K	Buy	+722	New	+$212K	0.13%	140
2021 Q3	–	Sell	-713	Closed	-$205K	–	149
2021 Q2	$205K	Buy	+713	New	+$209K	0.14%	139
2020 Q4	–	Sell	-739	Closed	-$220K	–	140
2020 Q3	$220K	Buy	+739	New	+$213K	0.19%	119

Other funds holding APD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pointe Capital Management's APD Position: Q1 2025 in Review

Pointe Capital Management sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 899 shares — an estimated $261K sold.

Pointe Capital Management first reported a position in APD in Q3 2020 and held it in 14 quarters. The position peaked at $264K in Q4 2022. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

Pointe Capital Management reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
Pointe Capital Management sold 899 Air Products & Chemicals shares in Q1 2025, an estimated $261K.
Pointe Capital Management first reported a position in Air Products & Chemicals in Q3 2020 and held it in 14 quarters.
Pointe Capital Management's Air Products & Chemicals position peaked at $264K in Q4 2022.
1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Pointe Capital Management's 13F filing for Q1 2025, filed 1 May 2025.