RIM
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Rockbridge Investment Management’s Air Products & Chemicals APD Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-48
Closed -$13.1K – 151
2023
Q4 		$13.1K Buy
+48
New +$13.2K ﹤0.01% 373
2022
Q3 		– Sell
-165
Closed -$39.7K – 130
2022
Q2 		$39.7K Sell
165
-43
-21% -$10.5K 0.01% 238
2022
Q1 		$51.8K Buy
208
+41
+25% +$10.5K 0.01% 292
2021
Q4 		$51K Hold
167
– – 0.01% 343
2021
Q3 		$43K Buy
167
+9
+6% +$2.49K 0.01% 341
2021
Q2 		$45K Hold
158
– – 0.01% 328
2021
Q1 		$44K Buy
158
+76
+93% +$20.7K 0.01% 310
2020
Q4 		$22K Hold
82
– – ﹤0.01% 401
2020
Q3 		$24K Hold
82
– – 0.01% 357
2020
Q2 		$20K Buy
+82
New +$18.7K 0.01% 342

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.47T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $501B AUM 22.01% 1-Year Est. Return