PRW Wealth Management’s Linde LIN Stock Holding History

PRW 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 Q3	–	Sell	-6,065	Closed	-$1.75M	–	203
2021 Q2	$1.75M	Buy	+6,065	New	+$1.77M	0.52%	56
2019 Q2	–	Sell	-92	Closed	-$17K	–	392
2019 Q1	$17K	Buy	92 +3	+3%	+$498	0.02%	237
2018 Q4	$13K	Buy	+89	New	+$14.1K	0.02%	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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PRW Wealth Management's LIN Position: Q3 2021 in Review

PRW Wealth Management sold out of Linde (LIN) in Q3 2021, closing a stake of 6,065 shares — an estimated $1.75M sold.

PRW Wealth Management first reported a position in LIN in Q4 2018 and held it in 3 quarters. The position peaked at $1.75M in Q2 2021. 1,301 funds tracked by Wall St. Rank hold LIN as of Q3 2021.

PRW Wealth Management reported no remaining Linde position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 6,065 Linde shares in Q3 2021, an estimated $1.75M.
PRW Wealth Management first reported a position in Linde in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Linde position peaked at $1.75M in Q2 2021.
1,301 funds tracked by Wall St. Rank held Linde as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.