MBT
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Montecito Bank & Trust’s Linde LIN Stock Holding History

Montecito Bank & Trust’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
2023
Q1 		– Sell
-816
Closed -$266K – 237
2022
Q4 		$266K Buy
816
+21
+3% +$6.58K 0.06% 210
2022
Q3 		$214K Buy
+795
New +$228K 0.06% 222
2022
Q2 		– Sell
-667
Closed -$213K – 257
2022
Q1 		$213K Sell
667
-76
-10% -$23.5K 0.04% 255
2021
Q4 		$257K Hold
743
– – 0.05% 239
2021
Q3 		$218K Sell
743
-2
-0.3% -$608 0.04% 245
2021
Q2 		$215K Hold
745
– – 0.04% 245
2021
Q1 		$208K Buy
+745
New +$193K 0.04% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montecito Bank & Trust's LIN Position: Q1 2023 in Review

Montecito Bank & Trust sold out of Linde (LIN) in Q1 2023, closing a stake of 816 shares — an estimated $266K sold.

Montecito Bank & Trust first reported a position in LIN in Q1 2021 and held it in 7 quarters. The position peaked at $266K in Q4 2022. 1,501 funds tracked by Wall St. Rank hold LIN as of Q1 2023.

  • Montecito Bank & Trust reported no remaining Linde position as of Q1 2023 after selling out during the quarter.
  • Montecito Bank & Trust sold 816 Linde shares in Q1 2023, an estimated $266K.
  • Montecito Bank & Trust first reported a position in Linde in Q1 2021 and held it in 7 quarters.
  • Montecito Bank & Trust's Linde position peaked at $266K in Q4 2022.
  • 1,501 funds tracked by Wall St. Rank held Linde as of Q1 2023.

Based on Montecito Bank & Trust's 13F filing for Q1 2023, filed 25 Apr 2023.