Stokes Family Office’s Air Products & Chemicals APD Stock Holding History

Stokes Family Office’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
2024 Q3	–	Sell	-1,213	Closed	-$313K	–	228
2024 Q2	$313K	Buy	1,213 +40	+3%	+$10.1K	0.04%	185
2024 Q1	$284K	Buy	+1,173	New	+$287K	0.04%	188
2023 Q4	–	Sell	-2,741	Closed	-$777K	–	232
2023 Q3	$777K	Sell	2,741 -8	-0.3%	-$2.35K	0.09%	148
2023 Q2	$823K	Buy	2,749 +152	+6%	+$43.3K	0.1%	138
2023 Q1	$746K	Buy	2,597 +426	+20%	+$124K	0.09%	137
2022 Q4	$669K	Buy	2,171 +531	+32%	+$150K	0.09%	137
2022 Q3	$382K	Sell	1,640 -343	-17%	-$84.9K	0.05%	182
2022 Q2	$477K	Buy	+1,983	New	+$482K	0.07%	166
2022 Q1	–	Sell	-974	Closed	-$296K	–	262
2021 Q4	$296K	Buy	+974	New	+$286K	0.04%	196

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stokes Family Office's APD Position: Q3 2024 in Review

Stokes Family Office sold out of Air Products & Chemicals (APD) in Q3 2024, closing a stake of 1,213 shares — an estimated $313K sold.

Stokes Family Office first reported a position in APD in Q4 2021 and held it in 9 quarters. The position peaked at $823K in Q2 2023. 1,677 funds tracked by Wall St. Rank hold APD as of Q3 2024.

Stokes Family Office reported no remaining Air Products & Chemicals position as of Q3 2024 after selling out during the quarter.
Stokes Family Office sold 1,213 Air Products & Chemicals shares in Q3 2024, an estimated $313K.
Stokes Family Office first reported a position in Air Products & Chemicals in Q4 2021 and held it in 9 quarters.
Stokes Family Office's Air Products & Chemicals position peaked at $823K in Q2 2023.
1,677 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2024.

Based on Stokes Family Office's 13F filing for Q3 2024, filed 12 Nov 2024.