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Atlas Private Wealth Management’s Linde LIN Stock Holding History

Atlas Private Wealth Management’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 		$2.46M Buy
5,305
+411
+8% +$178K 1.04% 31
2023
Q4 		$2.01M Buy
4,894
+967
+25% +$381K 0.94% 33
2023
Q3 		$1.46M Buy
3,927
+163
+4% +$62K 0.78% 45
2023
Q2 		$1.43M Sell
3,764
-2,680
-42% -$979K 0.76% 47
2023
Q1 		$2.29M Buy
6,444
+75
+1% +$25.1K 1.38% 16
2022
Q4 		$2.08M Buy
6,369
+328
+5% +$103K 0.96% 17
2022
Q3 		$1.63M Buy
6,041
+347
+6% +$99.7K 1.18% 22
2022
Q2 		$1.64M Sell
5,694
-860
-13% -$269K 1.12% 25
2022
Q1 		$2.09M Buy
6,554
+1,145
+21% +$354K 1.22% 19
2021
Q4 		$1.87M Buy
5,409
+69
+1% +$22.4K 1.04% 26
2021
Q3 		$1.57M Buy
5,340
+51
+1% +$15.5K 0.96% 31
2021
Q2 		$1.53M Buy
5,289
+337
+7% +$98.3K 0.94% 33
2021
Q1 		$1.39M Buy
4,952
+302
+6% +$78.3K 0.89% 34
2020
Q4 		$1.23M Sell
4,650
-421
-8% -$103K 0.87% 35
2020
Q3 		$1.21M Buy
5,071
+210
+4% +$50.9K 0.95% 32
2020
Q2 		$1.03M Buy
4,861
+126
+3% +$24.3K 0.83% 33
2020
Q1 		$819K Buy
4,735
+1,353
+40% +$267K 0.76% 36
2019
Q4 		$720K Buy
+3,382
New +$681K 0.55% 54

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 $298B AUM 21.96% 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

Atlas Private Wealth Management's LIN Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Linde (LIN) stake by 8.4% in Q1 2024, buying an estimated $178K and bringing the position to 5,305 shares worth $2.46M. The position accounts for 1.04% of the portfolio, ranked #31.

Atlas Private Wealth Management first reported a position in LIN in Q4 2019 and has held it in 18 quarters since. 1,857 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • Atlas Private Wealth Management held 5,305 shares of Linde worth $2.46M as of Q1 2024.
  • Atlas Private Wealth Management bought 411 Linde shares in Q1 2024, an estimated $178K.
  • Linde made up 1.04% of Atlas Private Wealth Management's portfolio in Q1 2024, its #31 holding.
  • Atlas Private Wealth Management first reported a position in Linde in Q4 2019 and has held it in 18 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.