HFS
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Heritage Financial Services’s Linde LIN Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-6
Closed -$1K – 288
2022
Q2 		$1K Buy
+6
New +$1.87K ﹤0.01% 465

Other funds holding LIN

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Financial Services's LIN Position: Q3 2022 in Review

Heritage Financial Services sold out of Linde (LIN) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in LIN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,396 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

  • Heritage Financial Services reported no remaining Linde position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 6 Linde shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Linde in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Linde position peaked at $1K in Q2 2022.
  • 1,396 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.