YHB Investment Advisors’s Air Products & Chemicals APD Stock Holding History

YHB Investment Advisors’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	-821	Closed	-$233K	–	264
2023 Q3	$233K	Hold	821	–	–	0.02%	253
2023 Q2	$246K	Hold	821	–	–	0.02%	250
2023 Q1	$236K	Hold	821	–	–	0.02%	260
2022 Q4	$253K	Buy	+821	New	+$231K	0.03%	247
2022 Q3	–	Sell	-841	Closed	-$202K	–	281
2022 Q2	$202K	Hold	841	–	–	0.02%	276
2022 Q1	$210K	Sell	841 -175	-17%	-$45K	0.02%	289
2021 Q4	$309K	Hold	1,016	–	–	0.02%	262
2021 Q3	$260K	Buy	1,016 +28	+3%	+$7.75K	0.02%	266
2021 Q2	$284K	Hold	988	–	–	0.02%	251
2021 Q1	$284K	Hold	988	–	–	0.02%	245
2020 Q4	$270K	Buy	988 +13	+1%	+$3.66K	0.03%	242
2020 Q3	$290K	Sell	975 -258	-21%	-$74.2K	0.03%	217
2020 Q2	$298K	Sell	1,233 -104	-8%	-$23.7K	0.04%	151
2020 Q1	$267K	Sell	1,337 -5	-0.4%	-$1.14K	0.05%	150
2019 Q4	$315K	Buy	1,342 +165	+14%	+$37.2K	0.05%	153
2019 Q3	$261K	Hold	1,177	–	–	0.04%	168
2019 Q2	$266K	Sell	1,177 -2	-0.2%	-$414	0.04%	163
2019 Q1	$225K	Buy	+1,179	New	+$203K	0.04%	181

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

YHB Investment Advisors's APD Position: Q4 2023 in Review

YHB Investment Advisors sold out of Air Products & Chemicals (APD) in Q4 2023, closing a stake of 821 shares — an estimated $233K sold.

YHB Investment Advisors first reported a position in APD in Q1 2019 and held it in 18 quarters. The position peaked at $315K in Q4 2019. 1,715 funds tracked by Wall St. Rank hold APD as of Q4 2023.

YHB Investment Advisors reported no remaining Air Products & Chemicals position as of Q4 2023 after selling out during the quarter.
YHB Investment Advisors sold 821 Air Products & Chemicals shares in Q4 2023, an estimated $233K.
YHB Investment Advisors first reported a position in Air Products & Chemicals in Q1 2019 and held it in 18 quarters.
YHB Investment Advisors's Air Products & Chemicals position peaked at $315K in Q4 2019.
1,715 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.