Sendero Wealth Management’s Linde LIN Stock Holding History

Sendero 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
2024 Q1	–	Sell	-4,770	Closed	-$1.96M	–	158
2023 Q4	$1.96M	Buy	4,770 +65	+1%	+$25.6K	0.37%	53
2023 Q3	$1.75M	Buy	4,705 +167	+4%	+$63.6K	0.38%	56
2023 Q2	$1.73M	Sell	4,538 -391	-8%	-$143K	0.38%	54
2023 Q1	$1.75M	Buy	4,929 +399	+9%	+$134K	0.54%	44
2022 Q4	$1.48M	Buy	4,530 +390	+9%	+$122K	0.53%	40
2022 Q3	$1.12M	Sell	4,140 -1,837	-31%	-$528K	0.46%	37
2022 Q2	$1.72M	Buy	5,977 +822	+16%	+$257K	1.65%	13
2022 Q1	$1.65M	Buy	5,155 +749	+17%	+$232K	0.76%	18
2021 Q4	$1.53M	Buy	+4,406	New	+$1.43M	0.68%	25

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Sendero Wealth Management's LIN Position: Q1 2024 in Review

Sendero Wealth Management sold out of Linde (LIN) in Q1 2024, closing a stake of 4,770 shares — an estimated $1.96M sold.

Sendero Wealth Management first reported a position in LIN in Q4 2021 and held it in 9 quarters. The position peaked at $1.96M in Q4 2023. 1,859 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

Sendero Wealth Management reported no remaining Linde position as of Q1 2024 after selling out during the quarter.
Sendero Wealth Management sold 4,770 Linde shares in Q1 2024, an estimated $1.96M.
Sendero Wealth Management first reported a position in Linde in Q4 2021 and held it in 9 quarters.
Sendero Wealth Management's Linde position peaked at $1.96M in Q4 2023.
1,859 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Sendero Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.