TJHA
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Thomas J. Herzfeld Advisors’s Linde LIN Stock Holding History

Thomas J. Herzfeld Advisors’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 		– Sell
-15
Closed -$5.58K – 250
2023
Q3 		$5.58K Hold
15
– – ﹤0.01% 231
2023
Q2 		$5.72K Hold
15
– – ﹤0.01% 233
2023
Q1 		$5.33K Hold
15
– – ﹤0.01% 220
2022
Q4 		$4.89K Hold
15
– – ﹤0.01% 236
2022
Q3 		$4K Hold
15
– – ﹤0.01% 226
2022
Q2 		$4K Hold
15
– – ﹤0.01% 235
2022
Q1 		$5K Hold
15
– – ﹤0.01% 239
2021
Q4 		$5K Hold
15
– – ﹤0.01% 272
2021
Q3 		$4K Hold
15
– – ﹤0.01% 281
2021
Q2 		$4K Buy
15
+5
+50% +$1.46K ﹤0.01% 287
2021
Q1 		$3K Hold
10
– – ﹤0.01% 303
2020
Q4 		$3K Hold
10
– – ﹤0.01% 267
2020
Q3 		$2K Hold
10
– – ﹤0.01% 242
2020
Q2 		$2K Buy
+10
New +$1.93K ﹤0.01% 275

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return