Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$215K Sell
1,244
-690
-36% -$136K 0.23% 33
2019
Q4
$412K Buy
+1,934
New +$390K 0.28% 31

Other funds holding LIN

CA Family Wealth's LIN Position: Q1 2020 in Review

CA Family Wealth reduced its Linde (LIN) stake by 36% in Q1 2020, selling an estimated $136K and leaving 1,244 shares worth $215K. The position accounts for 0.23% of the portfolio, ranked #33.

CA Family Wealth first reported a position in LIN in Q4 2019 and has held it in 2 quarters since. The position peaked at $412K in Q4 2019. 1,024 funds tracked by Wall St. Rank hold LIN as of Q1 2020.

  • CA Family Wealth held 1,244 shares of Linde worth $215K as of Q1 2020.
  • CA Family Wealth sold 690 Linde shares in Q1 2020, an estimated $136K.
  • Linde made up 0.23% of CA Family Wealth's portfolio in Q1 2020, its #33 holding.
  • CA Family Wealth first reported a position in Linde in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Linde position peaked at $412K in Q4 2019.
  • 1,024 funds tracked by Wall St. Rank held Linde as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.