South Shore Capital Advisors’s Air Products & Chemicals APD Stock Holding History

South Shore Capital 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
2022 Q3	$696K	Hold	2,991	–	–	1.62%	15
2022 Q2	$719K	Sell	2,991 -5	-0.2%	-$1.22K	1.5%	17
2022 Q1	$749K	Buy	2,996 +862	+40%	+$222K	1.22%	18
2021 Q4	$649K	Buy	2,134 +134	+7%	+$39.3K	1.06%	26
2021 Q3	$512K	Hold	2,000	–	–	0.93%	34
2021 Q2	$575K	Sell	2,000 -149	-7%	-$43.7K	1.02%	31
2021 Q1	$605K	Sell	2,149 -773	-26%	-$210K	0.6%	39
2020 Q4	$798K	Buy	+2,922	New	+$823K	0.79%	32

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

South Shore Capital Advisors's APD Position: Q3 2022 in Review

South Shore Capital Advisors held its Air Products & Chemicals (APD) position steady in Q3 2022 at 2,991 shares worth $696K. The position accounts for 1.62% of the portfolio, ranked #15.

South Shore Capital Advisors first reported a position in APD in Q4 2020 and has held it in 8 quarters since. The position peaked at $798K in Q4 2020. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

South Shore Capital Advisors held 2,991 shares of Air Products & Chemicals worth $696K as of Q3 2022.
South Shore Capital Advisors left its Air Products & Chemicals share count unchanged in Q3 2022.
Air Products & Chemicals made up 1.62% of South Shore Capital Advisors's portfolio in Q3 2022, its #15 holding.
South Shore Capital Advisors first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's Air Products & Chemicals position peaked at $798K in Q4 2020.
1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.