Stelliam Investment Management’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-256,000
Closed -$42.8M 23
2018
Q3
$42.8M Sell
256,000
-19,000
-7% -$3.17M 2.29% 12
2018
Q2
$42.8M Sell
275,000
-92,500
-25% -$14.4M 1.97% 14
2018
Q1
$58.4M Sell
367,500
-20,000
-5% -$3.18M 2.44% 9
2017
Q4
$63.6M Buy
387,500
+110,000
+40% +$18M 2.63% 10
2017
Q3
$42M Buy
277,500
+2,500
+0.9% +$378K 1.28% 28
2017
Q2
$39.3M Buy
275,000
+17,500
+7% +$2.5M 1.27% 31
2017
Q1
$34.8M Sell
257,500
-67,500
-21% -$9.13M 1.34% 35
2016
Q4
$46.7M Buy
+325,000
New +$46.7M 1.55% 26