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Engrave Wealth Partners’s Linde LIN Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-423
Closed -$89K – 261
2020
Q2 		$89K Hold
423
– – 0.08% 80
2020
Q1 		$73K Sell
423
-60
-12% -$11.8K 0.09% 73
2019
Q4 		$102K Buy
+483
New +$97.3K 0.1% 79

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T. Rowe Price Associates
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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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Engrave Wealth Partners's LIN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Linde (LIN) in Q3 2020, closing a stake of 423 shares — an estimated $89K sold.

Engrave Wealth Partners first reported a position in LIN in Q4 2019 and held it in 3 quarters. The position peaked at $102K in Q4 2019. 1,105 funds tracked by Wall St. Rank hold LIN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Linde position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 423 Linde shares in Q3 2020, an estimated $89K.
  • Engrave Wealth Partners first reported a position in Linde in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Linde position peaked at $102K in Q4 2019.
  • 1,105 funds tracked by Wall St. Rank held Linde as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.