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Simplicity Solutions’s Air Products & Chemicals APD Stock Holding History

Simplicity Solutions’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 		$1.68M Sell
6,138
-601
-9% -$165K 0.05% 337
2023
Q3 		$1.91M Buy
6,739
+299
+5% +$87.7K 0.06% 294
2023
Q2 		$1.93M Buy
6,440
+150
+2% +$42.7K 0.05% 323
2023
Q1 		$1.81M Buy
6,290
+3,425
+120% +$1,000K 0.05% 332
2022
Q4 		$883K Buy
2,865
+159
+6% +$44.8K 0.12% 218
2022
Q3 		$630K Buy
2,706
+647
+31% +$160K 0.09% 269
2022
Q2 		$495K Buy
2,059
+656
+47% +$160K 0.06% 302
2022
Q1 		$351K Sell
1,403
-781
-36% -$201K 0.04% 396
2021
Q4 		$664K Buy
2,184
+1,239
+131% +$364K 0.07% 319
2021
Q3 		$242K Buy
945
+30
+3% +$8.3K 0.04% 504
2021
Q2 		$263K Buy
+915
New +$269K 0.05% 425
2021
Q1 		– Sell
-3,283
Closed -$897K – 505
2020
Q4 		$897K Buy
3,283
+1,045
+47% +$294K 0.01% 570
2020
Q3 		$667K Sell
2,238
-961
-30% -$276K 0.01% 578
2020
Q2 		$773K Buy
3,199
+373
+13% +$85.2K 0.02% 534
2020
Q1 		$564K Buy
2,826
+855
+43% +$195K 0.02% 461
2019
Q4 		$463K Buy
1,971
+493
+33% +$111K 0.01% 558
2019
Q3 		$328K Sell
1,478
-183
-11% -$41.2K 0.01% 511
2019
Q2 		$376K Sell
1,661
-596
-26% -$123K 0.02% 432
2019
Q1 		$431K Buy
2,257
+711
+46% +$122K 0.03% 448
2018
Q4 		$247K Buy
+1,546
New +$245K 0.03% 509
2016
Q1 		– Sell
-9,189
Closed -$1.11M – 218
2015
Q4 		$1.11M Buy
+9,189
New +$1.16M 0.13% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's APD Position: Q4 2023 in Review

Simplicity Solutions reduced its Air Products & Chemicals (APD) stake by 8.9% in Q4 2023, selling an estimated $165K and leaving 6,138 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #337.

Simplicity Solutions first reported a position in APD in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.93M in Q2 2023. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Simplicity Solutions held 6,138 shares of Air Products & Chemicals worth $1.68M as of Q4 2023.
  • Simplicity Solutions sold 601 Air Products & Chemicals shares in Q4 2023, an estimated $165K.
  • Air Products & Chemicals made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #337 holding.
  • Simplicity Solutions first reported a position in Air Products & Chemicals in Q4 2015 and has held it in 21 quarters since.
  • Simplicity Solutions's Air Products & Chemicals position peaked at $1.93M in Q2 2023.
  • 1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.