Shikiar Asset Management’s Air Products & Chemicals APD Stock Holding History

Shikiar Asset 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
2021 Q3	–	Sell	-795	Closed	-$229K	–	106
2021 Q2	$229K	Sell	795 -550	-41%	-$161K	0.06%	88
2021 Q1	$378K	Sell	1,345 -3,651	-73%	-$993K	0.13%	69
2020 Q4	$1.36M	Sell	4,996 -526	-10%	-$148K	0.49%	42
2020 Q3	$1.65M	Sell	5,522 -2,295	-29%	-$660K	0.63%	35
2020 Q2	$1.89M	Sell	7,817 -2,186	-22%	-$499K	0.86%	29
2020 Q1	$2M	Sell	10,003 -22,932	-70%	-$5.23M	1.34%	23
2019 Q4	$7.74M	Buy	32,935 +145	+0.4%	+$32.7K	2.56%	17
2019 Q3	$7.28M	Buy	32,790 +1,665	+5%	+$375K	2.88%	15
2019 Q2	$7.05M	Buy	+31,125	New	+$6.44M	2.76%	15

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Shikiar Asset Management's APD Position: Q3 2021 in Review

Shikiar Asset Management sold out of Air Products & Chemicals (APD) in Q3 2021, closing a stake of 795 shares — an estimated $229K sold.

Shikiar Asset Management first reported a position in APD in Q2 2019 and held it in 9 quarters. The position peaked at $7.74M in Q4 2019. 1,394 funds tracked by Wall St. Rank hold APD as of Q3 2021.

Shikiar Asset Management reported no remaining Air Products & Chemicals position as of Q3 2021 after selling out during the quarter.
Shikiar Asset Management sold 795 Air Products & Chemicals shares in Q3 2021, an estimated $229K.
Shikiar Asset Management first reported a position in Air Products & Chemicals in Q2 2019 and held it in 9 quarters.
Shikiar Asset Management's Air Products & Chemicals position peaked at $7.74M in Q4 2019.
1,394 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2021.

Based on Shikiar Asset Management's 13F filing for Q3 2021, filed 29 Oct 2021.