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BMS Financial Advisors’s Linde LIN Stock Holding History

BMS Financial 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
2023
Q2 		$433K Sell
1,137
-526
-32% -$192K 0.28% 57
2023
Q1 		$585K Buy
1,663
+147
+10% +$49.2K 0.4% 53
2022
Q4 		$494K Buy
+1,516
New +$475K 0.33% 58

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BMS Financial Advisors's LIN Position: Q2 2023 in Review

BMS Financial Advisors reduced its Linde (LIN) stake by 32% in Q2 2023, selling an estimated $192K and leaving 1,137 shares worth $433K. The position accounts for 0.28% of the portfolio, ranked #57.

BMS Financial Advisors first reported a position in LIN in Q4 2022 and has held it in 3 quarters since. The position peaked at $585K in Q1 2023. 1,603 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

  • BMS Financial Advisors held 1,137 shares of Linde worth $433K as of Q2 2023.
  • BMS Financial Advisors sold 526 Linde shares in Q2 2023, an estimated $192K.
  • Linde made up 0.28% of BMS Financial Advisors's portfolio in Q2 2023, its #57 holding.
  • BMS Financial Advisors first reported a position in Linde in Q4 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's Linde position peaked at $585K in Q1 2023.
  • 1,603 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.