Summit Wealth Group’s Linde LIN Stock Holding History

Summit Wealth Group’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	-204	Closed	-$59K	–	143
2021 Q2	$59K	Sell	204 -265	-57%	-$77.3K	0.09%	48
2021 Q1	$131K	Buy	+469	New	+$122K	0.21%	25

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

Summit Wealth Group's LIN Position: Q3 2021 in Review

Summit Wealth Group sold out of Linde (LIN) in Q3 2021, closing a stake of 204 shares — an estimated $59K sold.

Summit Wealth Group first reported a position in LIN in Q1 2021 and held it in 2 quarters. The position peaked at $131K in Q1 2021. 1,301 funds tracked by Wall St. Rank hold LIN as of Q3 2021.

Summit Wealth Group reported no remaining Linde position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 204 Linde shares in Q3 2021, an estimated $59K.
Summit Wealth Group first reported a position in Linde in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Linde position peaked at $131K in Q1 2021.
1,301 funds tracked by Wall St. Rank held Linde as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.