Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$240K Buy
+693
New +$225K 0.06% 154
2019
Q4
Sell
-1,193
Closed -$231K 166
2019
Q3
$231K Buy
1,193
+79
+7% +$15.3K 0.1% 144
2019
Q2
$224K Buy
1,114
+161
+17% +$30.1K 0.09% 154
2019
Q1
$168K Buy
953
+17
+2% +$2.82K 0.07% 169
2018
Q4
$146K Buy
+936
New +$148K 0.06% 178

Other funds holding LIN

Mosaic Family Wealth's LIN Position: Q4 2021 in Review

Mosaic Family Wealth opened a new position in Linde (LIN) in Q4 2021: 693 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Mosaic Family Wealth previously reported a position in LIN as recently as Q3 2019.

Mosaic Family Wealth first reported a position in LIN in Q4 2018 and has held it in 5 quarters since. 1,426 funds tracked by Wall St. Rank hold LIN as of Q4 2021.

  • Mosaic Family Wealth held 693 shares of Linde worth $240K as of Q4 2021.
  • Linde was a new Mosaic Family Wealth position in Q4 2021.
  • Linde made up 0.06% of Mosaic Family Wealth's portfolio in Q4 2021, its #154 holding.
  • Mosaic Family Wealth first reported a position in Linde in Q4 2018 and has held it in 5 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Linde as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.