BWM
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Baystate Wealth Management’s Linde LIN Stock Holding History

Baystate 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
2023
Q4 		$98.1K Buy
238
+1
+0.4% +$394 0.01% 278
2023
Q3 		$88.3K Buy
237
+4
+2% +$1.52K 0.01% 267
2023
Q2 		$89K Sell
233
-66
-22% -$24.1K 0.01% 271
2023
Q1 		$107K Buy
299
+23
+8% +$7.7K 0.01% 243
2022
Q4 		$90K Buy
276
+4
+1% +$1.25K 0.01% 262
2022
Q3 		$74K Buy
272
+7
+3% +$2.01K 0.01% 266
2022
Q2 		$76K Buy
265
+9
+4% +$2.81K 0.01% 270
2022
Q1 		$82K Buy
256
+19
+8% +$5.87K 0.01% 263
2021
Q4 		$82K Buy
237
+22
+10% +$7.13K 0.01% 264
2021
Q3 		$63K Hold
215
– – 0.01% 269
2021
Q2 		$62K Buy
215
+1
+0.5% +$292 0.01% 256
2021
Q1 		$60K Buy
214
+131
+158% +$34K 0.01% 244
2020
Q4 		$22K Hold
83
– – ﹤0.01% 334
2020
Q3 		$20K Buy
83
+1
+1% +$242 ﹤0.01% 324
2020
Q2 		$18K Sell
82
-121
-60% -$23.4K ﹤0.01% 322
2020
Q1 		$35K Buy
203
+1
+0.5% +$197 ﹤0.01% 225
2019
Q4 		$43K Sell
202
-25
-11% -$5.04K 0.01% 245
2019
Q3 		$44K Buy
227
+2
+0.9% +$387 0.01% 215
2019
Q2 		$46K Buy
225
+1
+0.4% +$187 0.01% 220
2019
Q1 		$40K Buy
+224
New +$37.2K 0.01% 235

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baystate Wealth Management's LIN Position: Q4 2023 in Review

Baystate Wealth Management increased its Linde (LIN) stake by 0.42% in Q4 2023, buying an estimated $394 and bringing the position to 238 shares worth $98.1K. The position accounts for 0.01% of the portfolio, ranked #278.

Baystate Wealth Management first reported a position in LIN in Q1 2019 and has held it in 20 quarters since. The position peaked at $107K in Q1 2023. 1,799 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Baystate Wealth Management held 238 shares of Linde worth $98.1K as of Q4 2023.
  • Baystate Wealth Management bought 1 Linde share in Q4 2023, an estimated $394.
  • Linde made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #278 holding.
  • Baystate Wealth Management first reported a position in Linde in Q1 2019 and has held it in 20 quarters since.
  • Baystate Wealth Management's Linde position peaked at $107K in Q1 2023.
  • 1,799 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.