Okabena Investment Services’s Linde LIN Stock Holding History

Okabena Investment Services’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 Q3	–	Sell	-84	Closed	-$32K	–	124
2023 Q2	$32K	Buy	+84	New	+$30.7K	0.02%	78
2022 Q4	–	Sell	-1,035	Closed	-$279K	–	238
2022 Q3	$279K	Buy	1,035 +725	+234%	+$208K	0.13%	98
2022 Q2	$89K	Sell	310 -23	-7%	-$7.18K	0.05%	113
2022 Q1	$106K	Hold	333	–	–	0.04%	112
2021 Q4	$115K	Buy	333 +23	+7%	+$7.45K	0.04%	119
2021 Q3	$91K	Hold	310	–	–	0.05%	87
2021 Q2	$90K	Buy	+310	New	+$90.4K	0.04%	81
2020 Q2	–	Sell	-5,301	Closed	-$917K	–	79
2020 Q1	$917K	Sell	5,301 -660	-11%	-$130K	1.04%	36
2019 Q4	$1.27M	Buy	+5,961	New	+$1.2M	1.18%	35

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Okabena Investment Services's LIN Position: Q3 2023 in Review

Okabena Investment Services sold out of Linde (LIN) in Q3 2023, closing a stake of 84 shares — an estimated $32K sold.

Okabena Investment Services first reported a position in LIN in Q4 2019 and held it in 9 quarters. The position peaked at $1.27M in Q4 2019. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

Okabena Investment Services reported no remaining Linde position as of Q3 2023 after selling out during the quarter.
Okabena Investment Services sold 84 Linde shares in Q3 2023, an estimated $32K.
Okabena Investment Services first reported a position in Linde in Q4 2019 and held it in 9 quarters.
Okabena Investment Services's Linde position peaked at $1.27M in Q4 2019.
1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.