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Brendel Financial Advisors’s Linde LIN Stock Holding History

Brendel Financial Advisors’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
-8,399
Closed -$3.13M – 94
2023
Q3 		$3.13M Buy
8,399
+274
+3% +$104K 4.64% 8
2023
Q2 		$3.1M Buy
+8,125
New +$2.97M 4.66% 6

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brendel Financial Advisors's LIN Position: Q4 2023 in Review

Brendel Financial Advisors sold out of Linde (LIN) in Q4 2023, closing a stake of 8,399 shares — an estimated $3.13M sold.

Brendel Financial Advisors first reported a position in LIN in Q2 2023 and held it in 2 quarters. The position peaked at $3.13M in Q3 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Brendel Financial Advisors reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 8,399 Linde shares in Q4 2023, an estimated $3.13M.
  • Brendel Financial Advisors first reported a position in Linde in Q2 2023 and held it in 2 quarters.
  • Brendel Financial Advisors's Linde position peaked at $3.13M in Q3 2023.
  • 1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Brendel Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.