Bourgeon Capital Management’s Linde LIN Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-37	Closed	-$15.1K	–	247
2023 Q4	$15.1K	Hold	37	–	–	﹤0.01%	225
2023 Q3	$13.7K	Hold	37	–	–	﹤0.01%	220
2023 Q2	$14K	Hold	37	–	–	﹤0.01%	232
2023 Q1	$13K	Sell	37 -12	-24%	-$4.02K	﹤0.01%	222
2022 Q4	$15.9K	Hold	49	–	–	﹤0.01%	210
2022 Q3	$13K	Sell	49 -13	-21%	-$3.73K	﹤0.01%	204
2022 Q2	$18K	Hold	62	–	–	﹤0.01%	185
2022 Q1	$20K	Hold	62	–	–	﹤0.01%	193
2021 Q4	$21K	Hold	62	–	–	﹤0.01%	188
2021 Q3	$18K	Hold	62	–	–	﹤0.01%	209
2021 Q2	$18K	Hold	62	–	–	﹤0.01%	207
2021 Q1	$17K	Sell	62 -25	-29%	-$6.49K	﹤0.01%	205
2020 Q4	$23K	Sell	87 -9	-9%	-$2.21K	0.01%	177
2020 Q3	$23K	Buy	96 +9	+10%	+$2.18K	0.01%	177
2020 Q2	$18K	Hold	87	–	–	0.01%	168
2020 Q1	$15K	Hold	87	–	–	0.01%	167
2019 Q4	$18K	Hold	87	–	–	0.01%	156
2019 Q3	$17K	Buy	+87	New	+$16.9K	0.01%	159

Other funds holding LIN

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 Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bourgeon Capital Management's LIN Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Linde (LIN) in Q1 2024, closing a stake of 37 shares — an estimated $15.1K sold.

Bourgeon Capital Management first reported a position in LIN in Q3 2019 and held it in 18 quarters. The position peaked at $23K in Q4 2020. 1,859 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

Bourgeon Capital Management reported no remaining Linde position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 37 Linde shares in Q1 2024, an estimated $15.1K.
Bourgeon Capital Management first reported a position in Linde in Q3 2019 and held it in 18 quarters.
Bourgeon Capital Management's Linde position peaked at $23K in Q4 2020.
1,859 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.