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Steward Financial Group’s Air Products & Chemicals APD Stock Holding History

Steward Financial Group’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
Q3 		$51K Buy
183
+5
+3% +$1.47K 0.02% 146
2023
Q2 		$53K Buy
178
+69
+63% +$19.6K 0.02% 137
2023
Q1 		$31K Buy
109
+29
+36% +$8.46K 0.01% 111
2022
Q4 		$24K Buy
+80
New +$22.5K 0.01% 106
2022
Q3 		– Sell
-78
Closed -$18K – 128
2022
Q2 		$18K Buy
+78
New +$19K 0.02% 180

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's APD Position: Q3 2023 in Review

Steward Financial Group increased its Air Products & Chemicals (APD) stake by 2.8% in Q3 2023, buying an estimated $1.47K and bringing the position to 183 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #146.

Steward Financial Group first reported a position in APD in Q2 2022 and has held it in 5 quarters since. The position peaked at $53K in Q2 2023. 1,628 funds tracked by Wall St. Rank hold APD as of Q3 2023.

  • Steward Financial Group held 183 shares of Air Products & Chemicals worth $51K as of Q3 2023.
  • Steward Financial Group bought 5 Air Products & Chemicals shares in Q3 2023, an estimated $1.47K.
  • Air Products & Chemicals made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #146 holding.
  • Steward Financial Group first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Air Products & Chemicals position peaked at $53K in Q2 2023.
  • 1,628 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.