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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return