Jeppson Wealth Management’s Linde LIN Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-175	Closed	-$42K	–	305
2020 Q3	$42K	Buy	+175	New	+$42.4K	0.03%	238

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jeppson Wealth Management's LIN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Linde (LIN) in Q4 2020, closing a stake of 175 shares — an estimated $42K sold.

Jeppson Wealth Management first reported a position in LIN in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 1,193 funds tracked by Wall St. Rank hold LIN as of Q4 2020.

Jeppson Wealth Management reported no remaining Linde position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 175 Linde shares in Q4 2020, an estimated $42K.
Jeppson Wealth Management first reported a position in Linde in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Linde position peaked at $42K in Q3 2020.
1,193 funds tracked by Wall St. Rank held Linde as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.