Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$567K Buy
+1,380
New +$544K 0.02% 277
2023
Q2
Sell
-1,744
Closed -$620K 395
2023
Q1
$620K Sell
1,744
-11
-0.6% -$3.68K 0.02% 243
2022
Q4
$572K Buy
1,755
+114
+7% +$35.7K 0.02% 244
2022
Q3
$442K Buy
1,641
+43
+3% +$12.3K 0.02% 259
2022
Q2
$459K Sell
1,598
-25
-2% -$7.81K 0.02% 260
2022
Q1
$518K Buy
+1,623
New +$502K 0.02% 242

Other funds holding LIN

GW & Wade's LIN Position: Q4 2023 in Review

GW & Wade opened a new position in Linde (LIN) in Q4 2023: 1,380 shares worth $567K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings. This is a return to the name: GW & Wade previously reported a position in LIN as recently as Q1 2023.

GW & Wade first reported a position in LIN in Q1 2022 and has held it in 6 quarters since. The position peaked at $620K in Q1 2023. 1,799 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • GW & Wade held 1,380 shares of Linde worth $567K as of Q4 2023.
  • Linde was a new GW & Wade position in Q4 2023.
  • Linde made up 0.02% of GW & Wade's portfolio in Q4 2023, its #277 holding.
  • GW & Wade first reported a position in Linde in Q1 2022 and has held it in 6 quarters since.
  • GW & Wade's Linde position peaked at $620K in Q1 2023.
  • 1,799 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.