Endurance Wealth Management’s Linde LIN Stock Holding History

Endurance 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
2023 Q2	$591K	Sell	1,550 -25	-2%	-$9.13K	0.08%	116
2023 Q1	$560K	Hold	1,575	–	–	0.08%	117
2022 Q4	$514K	Buy	1,575 +3	+0.2%	+$940	0.08%	118
2022 Q3	$424K	Hold	1,572	–	–	0.07%	127
2022 Q2	$452K	Sell	1,572 -5	-0.3%	-$1.56K	0.07%	131
2022 Q1	$504K	Hold	1,577	–	–	0.07%	133
2021 Q4	$546K	Hold	1,577	–	–	0.06%	141
2021 Q3	$463K	Hold	1,577	–	–	0.05%	153
2021 Q2	$455K	Hold	1,577	–	–	0.05%	154
2021 Q1	$442K	Buy	1,577 +174	+12%	+$45.1K	0.05%	154
2020 Q4	$370K	Hold	1,403	–	–	0.05%	159
2020 Q3	$334K	Buy	1,403 +52	+4%	+$12.6K	0.05%	155
2020 Q2	$287K	Hold	1,351	–	–	0.05%	157
2020 Q1	$234K	Buy	1,351 +702	+108%	+$139K	0.05%	161
2019 Q4	$138K	Buy	649 +69	+12%	+$13.9K	0.02%	205
2019 Q3	$112K	Hold	580	–	–	0.02%	213
2019 Q2	$116K	Sell	580 -25	-4%	-$4.68K	0.02%	206
2019 Q1	$106K	Buy	+605	New	+$101K	0.02%	212

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

Endurance Wealth Management's LIN Position: Q2 2023 in Review

Endurance Wealth Management reduced its Linde (LIN) stake by 1.6% in Q2 2023, selling an estimated $9.13K and leaving 1,550 shares worth $591K. The position accounts for 0.08% of the portfolio, ranked #116.

Endurance Wealth Management first reported a position in LIN in Q1 2019 and has held it in 18 quarters since. 1,604 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

Endurance Wealth Management held 1,550 shares of Linde worth $591K as of Q2 2023.
Endurance Wealth Management sold 25 Linde shares in Q2 2023, an estimated $9.13K.
Linde made up 0.08% of Endurance Wealth Management's portfolio in Q2 2023, its #116 holding.
Endurance Wealth Management first reported a position in Linde in Q1 2019 and has held it in 18 quarters since.
1,604 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.