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Avalon Investment & Advisory’s Linde LIN Stock Holding History

Avalon Investment & Advisory’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
Q1 		$32.1M Buy
90,416
+36,558
+68% +$12.2M 0.88% 36
2022
Q4 		$17.6M Sell
53,858
-197
-0.4% -$61.8K 0.5% 68
2022
Q3 		$14.6M Sell
54,055
-341
-0.6% -$97.9K 0.45% 80
2022
Q2 		$15.6M Sell
54,396
-706
-1% -$221K 0.44% 79
2022
Q1 		$17.6M Buy
55,102
+3,786
+7% +$1.17M 0.43% 78
2021
Q4 		$17.8M Sell
51,316
-7,230
-12% -$2.34M 0.44% 75
2021
Q3 		$17.2M Sell
58,546
-17,475
-23% -$5.31M 0.4% 78
2021
Q2 		$22M Sell
76,021
-1,445
-2% -$421K 0.49% 64
2021
Q1 		$21.7M Sell
77,466
-52,523
-40% -$13.6M 0.5% 72
2020
Q4 		$34.3M Buy
129,989
+321
+0.2% +$78.8K 0.7% 44
2020
Q3 		$30.9M Sell
129,668
-1,609
-1% -$390K 0.69% 44
2020
Q2 		$27.8M Sell
131,277
-6,704
-5% -$1.29M 0.64% 50
2020
Q1 		$23.9M Sell
137,981
-1,887
-1% -$372K 0.61% 50
2019
Q4 		$29.8M Sell
139,868
-3,605
-3% -$726K 0.61% 51
2019
Q3 		$27.8M Sell
143,473
-5,276
-4% -$1.02M 0.61% 50
2019
Q2 		$29.9M Sell
148,749
-4,139
-3% -$774K 0.66% 44
2019
Q1 		$26.9M Hold
152,888
– – 0.61% 46
2018
Q4 		$23.9M Buy
+152,888
New +$24.2M 0.62% 46

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avalon Investment & Advisory's LIN Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Linde (LIN) stake by 68% in Q1 2023, buying an estimated $12.2M and bringing the position to 90,416 shares worth $32.1M. The position accounts for 0.88% of the portfolio, ranked #36.

Avalon Investment & Advisory first reported a position in LIN in Q4 2018 and has held it in 18 quarters since. The position peaked at $34.3M in Q4 2020. 1,502 funds tracked by Wall St. Rank hold LIN as of Q1 2023.

  • Avalon Investment & Advisory held 90,416 shares of Linde worth $32.1M as of Q1 2023.
  • Avalon Investment & Advisory bought 36,558 Linde shares in Q1 2023, an estimated $12.2M.
  • Linde made up 0.88% of Avalon Investment & Advisory's portfolio in Q1 2023, its #36 holding.
  • Avalon Investment & Advisory first reported a position in Linde in Q4 2018 and has held it in 18 quarters since.
  • Avalon Investment & Advisory's Linde position peaked at $34.3M in Q4 2020.
  • 1,502 funds tracked by Wall St. Rank held Linde as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.