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Wells Trecaso Financial Group’s Linde LIN Stock Holding History

Wells Trecaso Financial 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
2024
Q1 		– Sell
-555
Closed -$228K – 98
2023
Q4 		$228K Sell
555
-1
-0.2% -$394 0.09% 84
2023
Q3 		$207K Hold
556
– – 0.09% 83
2023
Q2 		$212K Buy
+556
New +$203K 0.09% 82
2022
Q2 		– Sell
-633
Closed -$202K – 87
2022
Q1 		$202K Buy
+633
New +$196K 0.09% 85

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Trecaso Financial Group's LIN Position: Q1 2024 in Review

Wells Trecaso Financial Group sold out of Linde (LIN) in Q1 2024, closing a stake of 555 shares — an estimated $228K sold.

Wells Trecaso Financial Group first reported a position in LIN in Q1 2022 and held it in 4 quarters. The position peaked at $228K in Q4 2023. 1,857 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • Wells Trecaso Financial Group reported no remaining Linde position as of Q1 2024 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 555 Linde shares in Q1 2024, an estimated $228K.
  • Wells Trecaso Financial Group first reported a position in Linde in Q1 2022 and held it in 4 quarters.
  • Wells Trecaso Financial Group's Linde position peaked at $228K in Q4 2023.
  • 1,857 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.