Echo Street Capital Management’s Linde LIN Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-1,129,365	Closed	-$421M	–	242
2023 Q3	$421M	Sell	1,129,365 -194,513	-15%	-$74M	3.92%	3
2023 Q2	$505M	Sell	1,323,878 -50,564	-4%	-$18.5M	4.32%	3
2023 Q1	$489M	Buy	1,374,442 +732,632	+114%	+$245M	4.4%	3
2022 Q4	$209M	Buy	641,810 +70,795	+12%	+$22.2M	2.03%	8
2022 Q3	$154M	Buy	571,015 +44,936	+9%	+$12.9M	1.47%	19
2022 Q2	$151M	Sell	526,079 -125,293	-19%	-$39.1M	1.37%	20
2022 Q1	$208M	Sell	651,372 -29,351	-4%	-$9.07M	1.5%	11
2021 Q4	$236M	Sell	680,723 -5,067	-0.7%	-$1.64M	1.58%	7
2021 Q3	$201M	Buy	685,790 +180,927	+36%	+$55M	1.41%	10
2021 Q2	$146M	Sell	504,863 -42,658	-8%	-$12.4M	1.12%	26
2021 Q1	$153M	Buy	547,521 +52,226	+11%	+$13.5M	1.37%	16
2020 Q4	$131M	Buy	495,295 +186,500	+60%	+$45.8M	1.31%	19
2020 Q3	$73.5M	Buy	308,795 +23,154	+8%	+$5.61M	1.26%	24
2020 Q2	$60.6M	Buy	285,641 +104,114	+57%	+$20.1M	0.72%	49
2020 Q1	$31.4M	Buy	181,527 +72,245	+66%	+$14.3M	0.68%	59
2019 Q4	$23.3M	Buy	109,282 +1,696	+2%	+$342K	0.36%	104
2019 Q3	$20.8M	Buy	+107,586	New	+$20.8M	0.35%	104
2019 Q2	–	Sell	-58,590	Closed	-$10.3M	–	188
2019 Q1	$10.3M	Buy	+58,590	New	+$9.73M	0.2%	132

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Echo Street Capital Management's LIN Position: Q4 2023 in Review

Echo Street Capital Management sold out of Linde (LIN) in Q4 2023, closing a stake of 1,129,365 shares — an estimated $421M sold.

Echo Street Capital Management first reported a position in LIN in Q1 2019 and held it in 18 quarters. The position peaked at $505M in Q2 2023. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

Echo Street Capital Management reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,129,365 Linde shares in Q4 2023, an estimated $421M.
Echo Street Capital Management first reported a position in Linde in Q1 2019 and held it in 18 quarters.
Echo Street Capital Management's Linde position peaked at $505M in Q2 2023.
1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.