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YorkBridge Wealth Partners’s Linde LIN Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.79M Sell
5,475
-291
-5% -$91.2K 0.45% 56
2022
Q3 		$1.55M Buy
5,766
+750
+15% +$215K 0.4% 62
2022
Q2 		$1.44M Buy
5,016
+17
+0.3% +$5.31K 0.38% 63
2022
Q1 		$1.6M Buy
4,999
+36
+0.7% +$11.1K 0.35% 62
2021
Q4 		$1.72M Sell
4,963
-37
-0.7% -$12K 0.39% 61
2021
Q3 		$1.47M Buy
5,000
+402
+9% +$122K 0.37% 63
2021
Q2 		$1.33M Buy
4,598
+473
+11% +$138K 0.35% 68
2021
Q1 		$1.16M Buy
4,125
+527
+15% +$137K 0.34% 69
2020
Q4 		$948K Buy
3,598
+126
+4% +$30.9K 0.32% 70
2020
Q3 		$827K Buy
3,472
+67
+2% +$16.2K 0.35% 66
2020
Q2 		$722K Sell
3,405
-484
-12% -$93.5K 0.33% 70
2020
Q1 		$673K Sell
3,889
-455
-10% -$89.8K 0.41% 69
2019
Q4 		$925K Buy
4,344
+161
+4% +$32.4K 0.42% 68
2019
Q3 		$810K Sell
4,183
-135
-3% -$26.2K 0.41% 67
2019
Q2 		$867K Sell
4,318
-91
-2% -$17K 0.39% 66
2019
Q1 		$776K Buy
4,409
+116
+3% +$19.3K 0.36% 69
2018
Q4 		$670K Buy
+4,293
New +$678K 0.35% 72

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

YorkBridge Wealth Partners's LIN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Linde (LIN) stake by 5% in Q4 2022, selling an estimated $91.2K and leaving 5,475 shares worth $1.79M. The position accounts for 0.45% of the portfolio, ranked #56.

YorkBridge Wealth Partners first reported a position in LIN in Q4 2018 and has held it in 17 quarters since. 1,532 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

  • YorkBridge Wealth Partners held 5,475 shares of Linde worth $1.79M as of Q4 2022.
  • YorkBridge Wealth Partners sold 291 Linde shares in Q4 2022, an estimated $91.2K.
  • Linde made up 0.45% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #56 holding.
  • YorkBridge Wealth Partners first reported a position in Linde in Q4 2018 and has held it in 17 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.