Balasa Dinverno & Foltz’s Linde LIN Stock Holding History

Balasa Dinverno & Foltz’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 Q3	$290K	Sell	1,075 -173	-14%	-$49.7K	0.02%	279
2022 Q2	$359K	Buy	1,248 +104	+9%	+$32.5K	0.02%	242
2022 Q1	$365K	Sell	1,144 -187	-14%	-$57.8K	0.02%	236
2021 Q4	$461K	Sell	1,331 -21	-2%	-$6.8K	0.03%	215
2021 Q3	$397K	Buy	1,352 +111	+9%	+$33.7K	0.03%	218
2021 Q2	$359K	Buy	1,241 +35	+3%	+$10.2K	0.03%	237
2021 Q1	$338K	Buy	1,206 +163	+16%	+$42.3K	0.03%	225
2020 Q4	$275K	Buy	1,043 +113	+12%	+$27.7K	0.02%	238
2020 Q3	$221K	Buy	+930	New	+$226K	0.02%	240

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

Balasa Dinverno & Foltz's LIN Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Linde (LIN) stake by 14% in Q3 2022, selling an estimated $49.7K and leaving 1,075 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #279.

Balasa Dinverno & Foltz first reported a position in LIN in Q3 2020 and has held it in 9 quarters since. The position peaked at $461K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

Balasa Dinverno & Foltz held 1,075 shares of Linde worth $290K as of Q3 2022.
Balasa Dinverno & Foltz sold 173 Linde shares in Q3 2022, an estimated $49.7K.
Linde made up 0.02% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #279 holding.
Balasa Dinverno & Foltz first reported a position in Linde in Q3 2020 and has held it in 9 quarters since.
Balasa Dinverno & Foltz's Linde position peaked at $461K in Q4 2021.
1,396 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.