Advisory Research’s Linde LIN Stock Holding History

Advisory Research’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	-1,329	Closed	-$495K	–	409
2023 Q3	$495K	Sell	1,329 -11	-0.8%	-$4.19K	0.07%	281
2023 Q2	$511K	Buy	+1,340	New	+$489K	0.07%	285

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisory Research's LIN Position: Q4 2023 in Review

Advisory Research sold out of Linde (LIN) in Q4 2023, closing a stake of 1,329 shares — an estimated $495K sold.

Advisory Research first reported a position in LIN in Q2 2023 and held it in 2 quarters. The position peaked at $511K in Q2 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

Advisory Research reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,329 Linde shares in Q4 2023, an estimated $495K.
Advisory Research first reported a position in Linde in Q2 2023 and held it in 2 quarters.
Advisory Research's Linde position peaked at $511K in Q2 2023.
1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.