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Wintrust Investments’s Air Products & Chemicals APD Stock Holding History

Wintrust Investments’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 		$60K Sell
208
-182
-47% -$57.2K 0.05% 227
2024
Q3 		$116K Sell
390
-3,337
-90% -$913K 0.09% 189
2024
Q2 		$962K Buy
3,727
+1,672
+81% +$424K 0.08% 199
2024
Q1 		$498K Sell
2,055
-4,685
-70% -$1.15M 0.04% 288
2023
Q4 		$1.84M Buy
6,740
+236
+4% +$64.9K 0.18% 120
2023
Q3 		$1.84M Buy
6,504
+1,444
+29% +$424K 0.19% 109
2023
Q2 		$1.52M Buy
5,060
+3,279
+184% +$934K 0.15% 131
2023
Q1 		$512K Buy
1,781
+5
+0.3% +$1.46K 0.07% 205
2022
Q4 		$547K Buy
1,776
+37
+2% +$10.4K 0.07% 202
2022
Q3 		$405K Sell
1,739
-214
-11% -$53K 0.05% 252
2022
Q2 		$470K Buy
1,953
+222
+13% +$54K 0.06% 236
2022
Q1 		$433K Buy
+1,731
New +$445K 0.04% 267
2021
Q4 		– Sell
-1,120
Closed -$287K – 421
2021
Q3 		$287K Sell
1,120
-30
-3% -$8.3K 0.04% 223
2021
Q2 		$331K Sell
1,150
-25
-2% -$7.34K 0.03% 321
2021
Q1 		$331K Buy
+1,175
New +$319K 0.03% 315
2020
Q3 		– Sell
-889
Closed -$215K – 350
2020
Q2 		$215K Buy
+889
New +$203K 0.03% 318
2020
Q1 		– Sell
-892
Closed -$210K – 332
2019
Q4 		$210K Buy
+892
New +$201K 0.03% 336

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wintrust Investments's APD Position: Q4 2024 in Review

Wintrust Investments reduced its Air Products & Chemicals (APD) stake by 47% in Q4 2024, selling an estimated $57.2K and leaving 208 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #227.

Wintrust Investments first reported a position in APD in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.84M in Q4 2023. 1,800 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • Wintrust Investments held 208 shares of Air Products & Chemicals worth $60K as of Q4 2024.
  • Wintrust Investments sold 182 Air Products & Chemicals shares in Q4 2024, an estimated $57.2K.
  • Air Products & Chemicals made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #227 holding.
  • Wintrust Investments first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 17 quarters since.
  • Wintrust Investments's Air Products & Chemicals position peaked at $1.84M in Q4 2023.
  • 1,800 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.