AP
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Appleton Partners’s Linde LIN Stock Holding History

Appleton Partners’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
2023
Q4 		– Sell
-1,397
Closed -$487K – 291
2023
Q3 		$487K Hold
1,397
– – 0.04% 188
2023
Q2 		$487K Sell
1,397
-95
-6% -$34.7K 0.04% 197
2023
Q1 		$520K Sell
1,492
-60
-4% -$20.1K 0.05% 201
2022
Q4 		$506K Buy
1,552
+34
+2% +$10.7K 0.05% 202
2022
Q3 		$409K Sell
1,518
-240
-14% -$68.9K 0.04% 215
2022
Q2 		$505K Buy
1,758
+53
+3% +$16.6K 0.05% 204
2022
Q1 		$545K Hold
1,705
– – 0.04% 209
2021
Q4 		$591K Hold
1,705
– – 0.04% 205
2021
Q3 		$500K Sell
1,705
-47
-3% -$14.3K 0.04% 203
2021
Q2 		$507K Buy
1,752
+35
+2% +$10.2K 0.04% 196
2021
Q1 		$481K Sell
1,717
-75
-4% -$19.5K 0.04% 196
2020
Q4 		$472K Hold
1,792
– – 0.05% 186
2020
Q3 		$427K Sell
1,792
-75
-4% -$18.2K 0.05% 190
2020
Q2 		$396K Hold
1,867
– – 0.05% 190
2020
Q1 		$323K Sell
1,867
-547
-23% -$108K 0.04% 205
2019
Q4 		$514K Sell
2,414
-425
-15% -$85.6K 0.06% 191
2019
Q3 		$550K Sell
2,839
-53
-2% -$10.3K 0.07% 182
2019
Q2 		$581K Hold
2,892
– – 0.07% 174
2019
Q1 		$509K Sell
2,892
-24
-0.8% -$3.99K 0.07% 182
2018
Q4 		$455K Buy
+2,916
New +$461K 0.07% 181

Other funds holding LIN

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Appleton Partners's LIN Position: Q4 2023 in Review

Appleton Partners sold out of Linde (LIN) in Q4 2023, closing a stake of 1,397 shares — an estimated $487K sold.

Appleton Partners first reported a position in LIN in Q4 2018 and held it in 20 quarters. The position peaked at $591K in Q4 2021. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Appleton Partners reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • Appleton Partners sold 1,397 Linde shares in Q4 2023, an estimated $487K.
  • Appleton Partners first reported a position in Linde in Q4 2018 and held it in 20 quarters.
  • Appleton Partners's Linde position peaked at $591K in Q4 2021.
  • 1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Appleton Partners's 13F filing for Q4 2023, filed 2 Jan 2024.