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Stillwater Investment Management (California)’s Air Products & Chemicals APD Stock Holding History

Stillwater Investment Management (California)’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
2017
Q3 		$18.8M Sell
124,422
-44,900
-27% -$6.58M 8.03% 4
2017
Q2 		$24.2M Buy
169,322
+10,922
+7% +$1.55M 6.32% 5
2017
Q1 		$21.4M Buy
158,400
+23,000
+17% +$3.24M 6.16% 5
2016
Q4 		$19.5M Buy
135,400
+33,137
+32% +$4.64M 5.67% 4
2016
Q3 		$14.2M Hold
102,263
– – 4.79% 6
2016
Q2 		$13.4M Buy
102,263
+23,350
+30% +$3.11M 7.71% 7
2016
Q1 		$10.5M Buy
+78,913
New +$9.54M 2.75% 16

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stillwater Investment Management (California)'s APD Position: Q3 2017 in Review

Stillwater Investment Management (California) reduced its Air Products & Chemicals (APD) stake by 27% in Q3 2017, selling an estimated $6.58M and leaving 124,422 shares worth $18.8M. The position accounts for 8.03% of the portfolio, ranked #4.

Stillwater Investment Management (California) first reported a position in APD in Q1 2016 and has held it in 7 quarters since. The position peaked at $24.2M in Q2 2017. 930 funds tracked by Wall St. Rank hold APD as of Q3 2017.

  • Stillwater Investment Management (California) held 124,422 shares of Air Products & Chemicals worth $18.8M as of Q3 2017.
  • Stillwater Investment Management (California) sold 44,900 Air Products & Chemicals shares in Q3 2017, an estimated $6.58M.
  • Air Products & Chemicals made up 8.03% of Stillwater Investment Management (California)'s portfolio in Q3 2017, its #4 holding.
  • Stillwater Investment Management (California) first reported a position in Air Products & Chemicals in Q1 2016 and has held it in 7 quarters since.
  • Stillwater Investment Management (California)'s Air Products & Chemicals position peaked at $24.2M in Q2 2017.
  • 930 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2017.

Based on Stillwater Investment Management (California)'s 13F filing for Q3 2017, filed 8 Nov 2017.