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Sustainable Insight Capital Management’s Air Products & Chemicals APD Stock Holding History

Sustainable Insight Capital 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
2023
Q4 		– Sell
-8,000
Closed -$2.27M – 59
2023
Q3 		$2.27M Buy
8,000
+7,200
+900% +$2.11M 2.22% 19
2023
Q2 		$240K Buy
+800
New +$228K 0.22% 46

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sustainable Insight Capital Management's APD Position: Q4 2023 in Review

Sustainable Insight Capital Management sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 8,000 shares — an estimated $2.27M sold.

Sustainable Insight Capital Management first reported a position in APD in Q2 2023 and held it in 2 quarters. The position peaked at $2.27M in Q3 2023. 1,714 funds tracked by Wall St. Rank hold APD as of Q4 2023.

  • Sustainable Insight Capital Management reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 8,000 Air Products & Chemicals shares in Q4 2023, an estimated $2.27M.
  • Sustainable Insight Capital Management first reported a position in Air Products & Chemicals in Q2 2023 and held it in 2 quarters.
  • Sustainable Insight Capital Management's Air Products & Chemicals position peaked at $2.27M in Q3 2023.
  • 1,714 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.