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Surevest’s Linde LIN Stock Holding History

Surevest’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
Q3 		$5K Hold
19
– – ﹤0.01% 321
2022
Q2 		$5K Hold
19
– – ﹤0.01% 338
2022
Q1 		$6K Hold
19
– – ﹤0.01% 302
2021
Q4 		$7K Buy
+19
New +$6.16K ﹤0.01% 299

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's LIN Position: Q3 2022 in Review

Surevest held its Linde (LIN) position steady in Q3 2022 at 19 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Surevest first reported a position in LIN in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

  • Surevest held 19 shares of Linde worth $5K as of Q3 2022.
  • Surevest left its Linde share count unchanged in Q3 2022.
  • Linde made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #321 holding.
  • Surevest first reported a position in Linde in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Linde position peaked at $7K in Q4 2021.
  • 1,396 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.