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Curi Wealth Management’s Linde LIN Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-43
Closed -$12K – 475
2022
Q2 		$12K Buy
43
+1
+2% +$312 ﹤0.01% 359
2022
Q1 		$13K Hold
42
– – ﹤0.01% 329
2021
Q4 		$14K Buy
+42
New +$13.6K ﹤0.01% 284
2021
Q1 		– Sell
-42
Closed -$11K – 310
2020
Q4 		$11K Buy
+42
New +$10.3K 0.01% 245

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curi Wealth Management's LIN Position: Q3 2022 in Review

Curi Wealth Management sold out of Linde (LIN) in Q3 2022, closing a stake of 43 shares — an estimated $12K sold.

Curi Wealth Management first reported a position in LIN in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

  • Curi Wealth Management reported no remaining Linde position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 43 Linde shares in Q3 2022, an estimated $12K.
  • Curi Wealth Management first reported a position in Linde in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Linde position peaked at $14K in Q4 2021.
  • 1,396 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.