WIP
APD icon

Wellesley Investment Partners’s Air Products & Chemicals APD Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$287K Sell
965
-153
-14% -$44K 0.1% 80
2020
Q2 		$269K Sell
1,118
-78
-7% -$17.8K 0.1% 87
2020
Q1 		$238K Sell
1,196
-204
-15% -$46.5K 0.09% 86
2019
Q4 		$329K Sell
1,400
-194
-12% -$43.8K 0.1% 89
2019
Q3 		$354K Buy
1,594
+10
+0.6% +$2.25K 0.12% 82
2019
Q2 		$358K Sell
1,584
-527
-25% -$109K 0.12% 79
2019
Q1 		$403K Buy
2,111
+61
+3% +$10.5K 0.14% 79
2018
Q4 		$328K Hold
2,050
– – 0.12% 89
2018
Q3 		$342K Buy
2,050
+229
+13% +$37.3K 0.11% 95
2018
Q2 		$283K Sell
1,821
-175
-9% -$28.6K 0.1% 106
2018
Q1 		$317K Sell
1,996
-175
-8% -$28.9K 0.11% 93
2017
Q4 		$356K Buy
2,171
+243
+13% +$38.7K 0.13% 88
2017
Q3 		$291K Hold
1,928
– – 0.12% 95
2017
Q2 		$275K Sell
1,928
-55
-3% -$7.82K 0.12% 94
2017
Q1 		$268K Hold
1,983
– – 0.12% 95
2016
Q4 		$285K Buy
+1,983
New +$278K 0.14% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellesley Investment Partners's APD Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Air Products & Chemicals (APD) stake by 14% in Q3 2020, selling an estimated $44K and leaving 965 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #80.

Wellesley Investment Partners first reported a position in APD in Q4 2016 and has held it in 16 quarters since. The position peaked at $403K in Q1 2019. 1,335 funds tracked by Wall St. Rank hold APD as of Q3 2020.

  • Wellesley Investment Partners held 965 shares of Air Products & Chemicals worth $287K as of Q3 2020.
  • Wellesley Investment Partners sold 153 Air Products & Chemicals shares in Q3 2020, an estimated $44K.
  • Air Products & Chemicals made up 0.1% of Wellesley Investment Partners's portfolio in Q3 2020, its #80 holding.
  • Wellesley Investment Partners first reported a position in Air Products & Chemicals in Q4 2016 and has held it in 16 quarters since.
  • Wellesley Investment Partners's Air Products & Chemicals position peaked at $403K in Q1 2019.
  • 1,335 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.