Berman Capital Advisors’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$170K Sell
582
-536
-48% -$163K 0.03% 298
2021
Q2
$323K Buy
1,118
+85
+8% +$24.8K 0.05% 170
2021
Q1
$289K Buy
1,033
+343
+50% +$89K 0.06% 152
2020
Q4
$182K Sell
690
-9
-1% -$2.21K 0.04% 179
2020
Q3
$166K Buy
699
+68
+11% +$16.5K 0.05% 166
2020
Q2
$133K Buy
631
+5
+0.8% +$966 0.03% 191
2020
Q1
$107K Buy
626
+18
+3% +$3.55K 0.03% 185
2019
Q4
$129K Buy
608
+1
+0.2% +$202 0.04% 192
2019
Q3
$117K Buy
607
+1
+0.2% +$194 0.04% 194
2019
Q2
$121K Buy
606
+216
+55% +$40.4K 0.04% 185
2019
Q1
$68K Buy
+390
New +$64.8K 0.02% 239

Other funds holding LIN

Berman Capital Advisors's LIN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Linde (LIN) stake by 48% in Q3 2021, selling an estimated $163K and leaving 582 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #298.

Berman Capital Advisors first reported a position in LIN in Q1 2019 and has held it in 11 quarters since. The position peaked at $323K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold LIN as of Q3 2021.

  • Berman Capital Advisors held 582 shares of Linde worth $170K as of Q3 2021.
  • Berman Capital Advisors sold 536 Linde shares in Q3 2021, an estimated $163K.
  • Linde made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #298 holding.
  • Berman Capital Advisors first reported a position in Linde in Q1 2019 and has held it in 11 quarters since.
  • Berman Capital Advisors's Linde position peaked at $323K in Q2 2021.
  • 1,302 funds tracked by Wall St. Rank held Linde as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.