Seneca House Advisors’s Air Products & Chemicals APD Stock Holding History

Seneca House Advisors’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
2021 Q4	–	Sell	-807	Closed	-$207K	–	87
2021 Q3	$207K	Buy	807 +1	+0.1%	+$277	0.12%	88
2021 Q2	$232K	Sell	806 -15	-2%	-$4.4K	0.15%	75
2021 Q1	$231K	Buy	821 +1	+0.1%	+$272	0.16%	72
2020 Q4	$224K	Sell	820 -38	-4%	-$10.7K	0.16%	72
2020 Q3	$255K	Sell	858 -112	-12%	-$32.2K	0.2%	65
2020 Q2	$234K	Buy	+970	New	+$221K	0.2%	67
2020 Q1	–	Sell	-1,135	Closed	-$267K	–	64
2019 Q4	$267K	Sell	1,135 -60	-5%	-$13.5K	0.23%	75
2019 Q3	$265K	Sell	1,195 -40	-3%	-$9K	0.25%	73
2019 Q2	$280K	Sell	1,235 -3	-0.2%	-$621	0.26%	80
2019 Q1	$236K	Buy	+1,238	New	+$213K	0.21%	86
2018 Q4	–	Sell	-1,209	Closed	-$202K	–	91
2018 Q3	$202K	Sell	1,209 -84	-6%	-$13.7K	0.16%	97
2018 Q2	$201K	Hold	1,293	–	–	0.16%	92
2018 Q1	$206K	Hold	1,293	–	–	0.17%	93
2017 Q4	$212K	Buy	+1,293	New	+$206K	0.18%	95

Other funds holding APD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Seneca House Advisors's APD Position: Q4 2021 in Review

Seneca House Advisors sold out of Air Products & Chemicals (APD) in Q4 2021, closing a stake of 807 shares — an estimated $207K sold.

Seneca House Advisors first reported a position in APD in Q4 2017 and held it in 14 quarters. The position peaked at $280K in Q2 2019. 1,533 funds tracked by Wall St. Rank hold APD as of Q4 2021.

Seneca House Advisors reported no remaining Air Products & Chemicals position as of Q4 2021 after selling out during the quarter.
Seneca House Advisors sold 807 Air Products & Chemicals shares in Q4 2021, an estimated $207K.
Seneca House Advisors first reported a position in Air Products & Chemicals in Q4 2017 and held it in 14 quarters.
Seneca House Advisors's Air Products & Chemicals position peaked at $280K in Q2 2019.
1,533 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2021.

Based on Seneca House Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.