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Summit Asset Management’s Air Products & Chemicals APD Stock Holding History

Summit Asset Management’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
Q4 		– Sell
-890
Closed -$265K – 163
2024
Q3 		$265K Buy
+890
New +$243K 0.05% 139

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Summit Asset Management's APD Position: Q4 2024 in Review

Summit Asset Management sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 890 shares — an estimated $265K sold.

Summit Asset Management first reported a position in APD in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 1,797 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Summit Asset Management reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • Summit Asset Management sold 890 Air Products & Chemicals shares in Q4 2024, an estimated $265K.
  • Summit Asset Management first reported a position in Air Products & Chemicals in Q3 2024 and held it in 1 quarter.
  • Summit Asset Management's Air Products & Chemicals position peaked at $265K in Q3 2024.
  • 1,797 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Summit Asset Management's 13F filing for Q4 2024, filed 4 Feb 2025.