LWM
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Liberty Wealth Management’s Linde LIN Stock Holding History

Liberty 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
2021
Q4 		– Sell
-149
Closed -$46K – 696
2021
Q3 		$46K Buy
149
+69
+86% +$21K 0.02% 441
2021
Q2 		$23K Buy
80
+56
+233% +$16.3K 0.01% 480
2021
Q1 		$6K Hold
24
– – ﹤0.01% 678
2020
Q4 		$6K Buy
24
+18
+300% +$4.42K ﹤0.01% 673
2020
Q3 		$1K Hold
6
– – ﹤0.01% 816
2020
Q2 		$1K Sell
6
-131
-96% -$25.3K ﹤0.01% 798
2020
Q1 		$24K Buy
137
+16
+13% +$3.16K 0.02% 329
2019
Q4 		$26K Buy
121
+4
+3% +$806 0.02% 372
2019
Q3 		$23K Hold
117
– – 0.02% 381
2019
Q2 		$24K Sell
117
-12
-9% -$2.25K 0.02% 379
2019
Q1 		$22K Sell
129
-7
-5% -$1.16K 0.02% 335
2018
Q4 		$21K Buy
+136
New +$21.5K 0.02% 318

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 $3.38T AUM 44.17% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's LIN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Linde (LIN) in Q4 2021, closing a stake of 149 shares — an estimated $46K sold.

Liberty Wealth Management first reported a position in LIN in Q4 2018 and held it in 12 quarters. The position peaked at $46K in Q3 2021. 1,426 funds tracked by Wall St. Rank hold LIN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Linde position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 149 Linde shares in Q4 2021, an estimated $46K.
  • Liberty Wealth Management first reported a position in Linde in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Linde position peaked at $46K in Q3 2021.
  • 1,426 funds tracked by Wall St. Rank held Linde as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.