Alera Investment Advisors’s Linde LIN Stock Holding History

Alera Investment 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
2024 Q3	$405K	Buy	850 +169	+25%	+$77.1K	0.05%	159
2024 Q2	$299K	Sell	681 -1,824	-73%	-$803K	0.04%	195
2024 Q1	$1.16M	Sell	2,505 -42	-2%	-$18.2K	0.16%	47
2023 Q4	$1.05M	Sell	2,547 -33	-1%	-$13K	0.14%	53
2023 Q3	$961K	Sell	2,580 -19	-0.7%	-$7.23K	0.16%	55
2023 Q2	$990K	Buy	2,599 +96	+4%	+$35.1K	0.21%	53
2023 Q1	$890K	Buy	2,503 +238	+11%	+$79.7K	0.2%	53
2022 Q4	$739K	Buy	+2,265	New	+$710K	0.17%	68
2019 Q2	–	Sell	-243	Closed	-$43K	–	589
2019 Q1	$43K	Buy	243 +82	+51%	+$13.6K	0.02%	182
2018 Q4	$25K	Buy	+161	New	+$25.4K	0.02%	250

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alera Investment Advisors's LIN Position: Q3 2024 in Review

Alera Investment Advisors increased its Linde (LIN) stake by 25% in Q3 2024, buying an estimated $77.1K and bringing the position to 850 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #159.

Alera Investment Advisors first reported a position in LIN in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2024. 1,918 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

Alera Investment Advisors held 850 shares of Linde worth $405K as of Q3 2024.
Alera Investment Advisors bought 169 Linde shares in Q3 2024, an estimated $77.1K.
Linde made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #159 holding.
Alera Investment Advisors first reported a position in Linde in Q4 2018 and has held it in 10 quarters since.
Alera Investment Advisors's Linde position peaked at $1.16M in Q1 2024.
1,918 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.