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APD icon

Surevest’s Air Products & Chemicals APD Stock Holding History

Surevest’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
2022
Q3 		$3.29M Buy
14,146
+145
+1% +$35.9K 0.9% 43
2022
Q2 		$3.37M Buy
14,001
+802
+6% +$195K 0.88% 47
2022
Q1 		$3.3M Sell
13,199
-2,452
-16% -$630K 0.8% 54
2021
Q4 		$4.76M Sell
15,651
-218
-1% -$64K 1.13% 39
2021
Q3 		$4.06M Buy
15,869
+983
+7% +$272K 1.03% 53
2021
Q2 		$4.28M Sell
14,886
-359
-2% -$105K 1.12% 51
2021
Q1 		$4.29M Buy
15,245
+683
+5% +$186K 1.3% 41
2020
Q4 		$3.98M Buy
14,562
+969
+7% +$273K 1.33% 38
2020
Q3 		$4.05M Buy
13,593
+217
+2% +$62.4K 1.59% 18
2020
Q2 		$3.23M Buy
13,376
+1,271
+10% +$290K 1.43% 25
2020
Q1 		$2.42M Buy
12,105
+5,423
+81% +$1.24M 1.31% 32
2019
Q4 		$1.57M Buy
6,682
+2,248
+51% +$507K 0.67% 73
2019
Q3 		$984K Buy
4,434
+974
+28% +$219K 0.48% 79
2019
Q2 		$783K Buy
+3,460
New +$716K 0.41% 86

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's APD Position: Q3 2022 in Review

Surevest increased its Air Products & Chemicals (APD) stake by 1% in Q3 2022, buying an estimated $35.9K and bringing the position to 14,146 shares worth $3.29M. The position accounts for 0.9% of the portfolio, ranked #43.

Surevest first reported a position in APD in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2021. 1,473 funds tracked by Wall St. Rank hold APD as of Q3 2022.

  • Surevest held 14,146 shares of Air Products & Chemicals worth $3.29M as of Q3 2022.
  • Surevest bought 145 Air Products & Chemicals shares in Q3 2022, an estimated $35.9K.
  • Air Products & Chemicals made up 0.9% of Surevest's portfolio in Q3 2022, its #43 holding.
  • Surevest first reported a position in Air Products & Chemicals in Q2 2019 and has held it in 14 quarters since.
  • Surevest's Air Products & Chemicals position peaked at $4.76M in Q4 2021.
  • 1,473 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.