Ellevest Inc’s Linde LIN Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-136	Closed	-$48.3K	–	1057
2023 Q1	$48.3K	Buy	136 +13	+11%	+$4.35K	﹤0.01%	610
2022 Q4	$40.1K	Hold	123	–	–	﹤0.01%	665
2022 Q3	$33K	Hold	123	–	–	﹤0.01%	692
2022 Q2	$35K	Buy	+123	New	+$38.4K	﹤0.01%	642
2022 Q1	–	Sell	-5	Closed	-$2K	–	1529
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	1171
2021 Q3	$1K	Sell	5 -6	-55%	-$1.82K	﹤0.01%	1277
2021 Q2	$3K	Buy	11 +6	+120%	+$1.75K	﹤0.01%	973
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	1170
2020 Q4	$1K	Sell	5 -34	-87%	-$8.35K	﹤0.01%	1076
2020 Q3	$9K	Buy	39 +33	+550%	+$8K	﹤0.01%	675
2020 Q2	$1K	Buy	+6	New	+$1.16K	﹤0.01%	1020
2020 Q1	–	Sell	-61	Closed	-$13K	–	1208
2019 Q4	$13K	Hold	61	–	–	﹤0.01%	495
2019 Q3	$12K	Buy	61 +6	+11%	+$1.16K	﹤0.01%	216
2019 Q2	$11K	Buy	+55	New	+$10.3K	﹤0.01%	247

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

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

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

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

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

Ellevest Inc's LIN Position: Q2 2023 in Review

Ellevest Inc sold out of Linde (LIN) in Q2 2023, closing a stake of 136 shares — an estimated $48.3K sold.

Ellevest Inc first reported a position in LIN in Q2 2019 and held it in 14 quarters. The position peaked at $48.3K in Q1 2023. 1,604 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

Ellevest Inc reported no remaining Linde position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 136 Linde shares in Q2 2023, an estimated $48.3K.
Ellevest Inc first reported a position in Linde in Q2 2019 and held it in 14 quarters.
Ellevest Inc's Linde position peaked at $48.3K in Q1 2023.
1,604 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.