Kore Private Wealth’s Linde LIN Stock Holding History

Kore Private Wealth’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	$273K	Buy	1,013 +132	+15%	+$37.9K	0.05%	196
2022 Q2	$253K	Hold	881	–	–	0.04%	242
2022 Q1	$281K	Buy	881 +7	+0.8%	+$2.16K	0.04%	257
2021 Q4	$303K	Sell	874 -1,720	-66%	-$557K	0.04%	241
2021 Q3	$761K	Sell	2,594 -121	-4%	-$36.8K	0.08%	181
2021 Q2	$785K	Buy	2,715 +1,317	+94%	+$384K	0.09%	165
2021 Q1	$392K	Sell	1,398 -48	-3%	-$12.5K	0.05%	220
2020 Q4	$381K	Buy	1,446 +134	+10%	+$32.9K	0.06%	198
2020 Q3	$312K	Buy	1,312 +364	+38%	+$88.3K	0.06%	190
2020 Q2	$201K	Sell	948 -105	-10%	-$20.3K	0.04%	231
2020 Q1	$182K	Buy	1,053 +435	+70%	+$85.8K	0.04%	217
2019 Q4	$132K	Buy	+618	New	+$125K	0.03%	316
2019 Q2	–	Sell	-272	Closed	-$48K	–	546
2019 Q1	$48K	Sell	272 -480	-64%	-$79.7K	0.01%	389
2018 Q4	$117K	Buy	+752	New	+$119K	0.03%	267

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kore Private Wealth's LIN Position: Q3 2022 in Review

Kore Private Wealth increased its Linde (LIN) stake by 15% in Q3 2022, buying an estimated $37.9K and bringing the position to 1,013 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #196.

Kore Private Wealth first reported a position in LIN in Q4 2018 and has held it in 14 quarters since. The position peaked at $785K in Q2 2021. 1,397 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

Kore Private Wealth held 1,013 shares of Linde worth $273K as of Q3 2022.
Kore Private Wealth bought 132 Linde shares in Q3 2022, an estimated $37.9K.
Linde made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #196 holding.
Kore Private Wealth first reported a position in Linde in Q4 2018 and has held it in 14 quarters since.
Kore Private Wealth's Linde position peaked at $785K in Q2 2021.
1,397 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.