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USA Financial Formulas’s Air Products & Chemicals APD Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-3,148
Closed -$913K – 280
2024
Q4 		$913K Buy
+3,148
New +$989K 0.14% 72
2023
Q4 		– Sell
-2,661
Closed -$754K – 355
2023
Q3 		$754K Sell
2,661
-41
-2% -$12K 1.13% 22
2023
Q2 		$809K Sell
2,702
-557
-17% -$159K 1.24% 25
2023
Q1 		$936K Buy
+3,259
New +$951K 1.52% 23
2022
Q3 		$0 Hold
1
– – ﹤0.01% 300
2022
Q2 		$0 Hold
1
– – ﹤0.01% 328
2022
Q1 		$0 Sell
1
-4
-80% -$1.03K ﹤0.01% 352
2021
Q4 		$2K Hold
5
– – ﹤0.01% 252
2021
Q3 		$1K Hold
5
– – ﹤0.01% 339
2021
Q2 		$1K Hold
5
– – ﹤0.01% 333
2021
Q1 		$1K Hold
5
– – ﹤0.01% 284
2020
Q4 		$1K Hold
5
– – ﹤0.01% 249
2020
Q3 		$1K Hold
5
– – ﹤0.01% 237
2020
Q2 		$1K Buy
5
+4
+400% +$913 ﹤0.01% 144
2020
Q1 		$0 Sell
1
-11
-92% -$2.51K ﹤0.01% 209
2019
Q4 		$3K Sell
12
-12,762
-100% -$2.88M ﹤0.01% 187
2019
Q3 		$2.83M Buy
+12,774
New +$2.87M 1.1% 48

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's APD Position: Q1 2025 in Review

USA Financial Formulas sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 3,148 shares — an estimated $913K sold.

USA Financial Formulas first reported a position in APD in Q3 2019 and held it in 17 quarters. The position peaked at $2.83M in Q3 2019. 1,793 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • USA Financial Formulas reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 3,148 Air Products & Chemicals shares in Q1 2025, an estimated $913K.
  • USA Financial Formulas first reported a position in Air Products & Chemicals in Q3 2019 and held it in 17 quarters.
  • USA Financial Formulas's Air Products & Chemicals position peaked at $2.83M in Q3 2019.
  • 1,793 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.