Sarah T. Connolly’s Air Products & Chemicals APD Stock Holding History

Sarah T. Connolly’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	-2,045	Closed	-$580K	–	14
2023 Q3	$580K	Sell	2,045 -125	-6%	-$36.7K	0.38%	62
2023 Q2	$650K	Hold	2,170	–	–	0.39%	63
2023 Q1	$623K	Hold	2,170	–	–	0.4%	63
2022 Q4	$669K	Sell	2,170 -150	-6%	-$42.3K	0.45%	64
2022 Q3	$540K	Sell	2,320 -75	-3%	-$18.6K	0.4%	68
2022 Q2	$576K	Sell	2,395 -55	-2%	-$13.4K	0.39%	65
2022 Q1	$612K	Hold	2,450	–	–	0.36%	66
2021 Q4	$745K	Buy	2,450 +1,031	+73%	+$303K	0.42%	64
2021 Q3	$363K	Sell	1,419 -835	-37%	-$231K	0.3%	78
2021 Q2	$648K	Sell	2,254 -25	-1%	-$7.34K	0.53%	59
2021 Q1	$641K	Sell	2,279 -359	-14%	-$97.6K	0.57%	58
2020 Q4	$720K	Buy	+2,638	New	+$743K	0.66%	53

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sarah T. Connolly's APD Position: Q4 2023 in Review

Sarah T. Connolly sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 2,045 shares — an estimated $580K sold.

Sarah T. Connolly first reported a position in APD in Q4 2020 and held it in 12 quarters. The position peaked at $745K in Q4 2021. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

Sarah T. Connolly reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 2,045 Air Products & Chemicals shares in Q4 2023, an estimated $580K.
Sarah T. Connolly first reported a position in Air Products & Chemicals in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's Air Products & Chemicals position peaked at $745K in Q4 2021.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.