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Simplicity Solutions’s Linde LIN Stock Holding History

Simplicity Solutions’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
Q4 		$4.4M Sell
10,701
-406
-4% -$160K 0.12% 156
2023
Q3 		$4.14M Sell
11,107
-1,567
-12% -$596K 0.13% 141
2023
Q2 		$4.83M Buy
12,674
+1,173
+10% +$428K 0.13% 148
2023
Q1 		$4.09M Buy
11,501
+4,755
+70% +$1.59M 0.11% 177
2022
Q4 		$2.2M Sell
6,746
-1,182
-15% -$370K 0.3% 70
2022
Q3 		$2.14M Buy
7,928
+4,194
+112% +$1.2M 0.31% 65
2022
Q2 		$1.07M Buy
3,734
+454
+14% +$142K 0.14% 174
2022
Q1 		$1.05M Sell
3,280
-3,706
-53% -$1.15M 0.13% 174
2021
Q4 		$2.42M Buy
6,986
+3,534
+102% +$1.14M 0.27% 88
2021
Q3 		$1.01M Buy
3,452
+399
+13% +$121K 0.16% 145
2021
Q2 		$883K Buy
3,053
+1,243
+69% +$362K 0.17% 128
2021
Q1 		$507K Buy
+1,810
New +$470K 0.11% 195
2020
Q3 		– Sell
-1,539
Closed -$327K – 908
2020
Q2 		$327K Sell
1,539
-12,762
-89% -$2.46M 0.01% 709
2020
Q1 		$2.47M Buy
14,301
+12,570
+726% +$2.48M 0.08% 196
2019
Q4 		$369K Buy
1,731
+66
+4% +$13.3K 0.01% 616
2019
Q3 		$323K Buy
1,665
+8
+0.5% +$1.55K 0.01% 520
2019
Q2 		$333K Buy
+1,657
New +$310K 0.01% 463

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simplicity Solutions's LIN Position: Q4 2023 in Review

Simplicity Solutions reduced its Linde (LIN) stake by 3.7% in Q4 2023, selling an estimated $160K and leaving 10,701 shares worth $4.4M. The position accounts for 0.12% of the portfolio, ranked #156.

Simplicity Solutions first reported a position in LIN in Q2 2019 and has held it in 17 quarters since. The position peaked at $4.83M in Q2 2023. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Simplicity Solutions held 10,701 shares of Linde worth $4.4M as of Q4 2023.
  • Simplicity Solutions sold 406 Linde shares in Q4 2023, an estimated $160K.
  • Linde made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #156 holding.
  • Simplicity Solutions first reported a position in Linde in Q2 2019 and has held it in 17 quarters since.
  • Simplicity Solutions's Linde position peaked at $4.83M in Q2 2023.
  • 1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.