Selective Wealth Management’s Linde LIN Stock Holding History

Selective 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
2022 Q4	–	Sell	-9	Closed	-$2K	–	461
2022 Q3	$2K	Buy	9 +5	+125%	+$1.44K	﹤0.01%	679
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	728
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	690
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	638
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	566
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	484
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	375
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	358
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	297
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	400
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	313
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	310
2019 Q3	$1K	Buy	+4	New	+$775	﹤0.01%	320

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 $3.37T AUM 44.26% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Selective Wealth Management's LIN Position: Q4 2022 in Review

Selective Wealth Management sold out of Linde (LIN) in Q4 2022, closing a stake of 9 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in LIN in Q3 2019 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 1,532 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

Selective Wealth Management reported no remaining Linde position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 9 Linde shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in Linde in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Linde position peaked at $2K in Q3 2022.
1,532 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.