HPWM
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Highland Private Wealth Management’s Linde LIN Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-1,842
Closed -$497K – 87
2022
Q3 		$497K Sell
1,842
-157
-8% -$45.1K 0.08% 90
2022
Q2 		$575K Buy
1,999
+145
+8% +$45.3K 0.09% 84
2022
Q1 		$593K Sell
1,854
-36
-2% -$11.1K 0.08% 88
2021
Q4 		$655K Buy
1,890
+93
+5% +$30.1K 0.08% 83
2021
Q3 		$527K Buy
1,797
+157
+10% +$47.7K 0.07% 92
2021
Q2 		$474K Sell
1,640
-13
-0.8% -$3.79K 0.07% 94
2021
Q1 		$463K Buy
1,653
+44
+3% +$11.4K 0.08% 89
2020
Q4 		$424K Buy
1,609
+42
+3% +$10.3K 0.07% 89
2020
Q3 		$373K Sell
1,567
-187
-11% -$45.3K 0.07% 89
2020
Q2 		$372K Buy
1,754
+243
+16% +$46.9K 0.08% 82
2020
Q1 		$261K Sell
1,511
-52
-3% -$10.3K 0.07% 94
2019
Q4 		$333K Buy
1,563
+10
+0.6% +$2.02K 0.08% 88
2019
Q3 		$301K Buy
1,553
+291
+23% +$56.4K 0.08% 83
2019
Q2 		$253K Buy
1,262
+24
+2% +$4.49K 0.07% 101
2019
Q1 		$218K Buy
+1,238
New +$206K 0.07% 104

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Highland Private Wealth Management's LIN Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Linde (LIN) in Q4 2022, closing a stake of 1,842 shares — an estimated $497K sold.

Highland Private Wealth Management first reported a position in LIN in Q1 2019 and held it in 15 quarters. The position peaked at $655K in Q4 2021. 1,533 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Linde position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 1,842 Linde shares in Q4 2022, an estimated $497K.
  • Highland Private Wealth Management first reported a position in Linde in Q1 2019 and held it in 15 quarters.
  • Highland Private Wealth Management's Linde position peaked at $655K in Q4 2021.
  • 1,533 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.