Aevitas Wealth Management’s Linde LIN Stock Holding History

Aevitas Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$533K	Buy	1,635 +3	+0.2%	+$940	0.32%	69
2022 Q3	$440K	Sell	1,632 -12	-0.7%	-$3.45K	0.33%	74
2022 Q2	$473K	Buy	1,644 +3	+0.2%	+$937	0.32%	75
2022 Q1	$524K	Buy	1,641 +1,063	+184%	+$329K	0.32%	73
2021 Q4	$200K	Buy	+578	New	+$187K	0.12%	121
2019 Q2	–	Sell	-665	Closed	-$117K	–	225
2019 Q1	$117K	Sell	665 -126	-16%	-$20.9K	0.1%	129
2018 Q4	$123K	Buy	+791	New	+$125K	0.13%	122

Other funds holding LIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's LIN Position: Q4 2022 in Review

Aevitas Wealth Management increased its Linde (LIN) stake by 0.18% in Q4 2022, buying an estimated $940 and bringing the position to 1,635 shares worth $533K. The position accounts for 0.32% of the portfolio, ranked #69.

Aevitas Wealth Management first reported a position in LIN in Q4 2018 and has held it in 7 quarters since. 1,532 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

Aevitas Wealth Management held 1,635 shares of Linde worth $533K as of Q4 2022.
Aevitas Wealth Management bought 3 Linde shares in Q4 2022, an estimated $940.
Linde made up 0.32% of Aevitas Wealth Management's portfolio in Q4 2022, its #69 holding.
Aevitas Wealth Management first reported a position in Linde in Q4 2018 and has held it in 7 quarters since.
1,532 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.