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Cahaba Wealth Management’s Linde LIN Stock Holding History

Cahaba 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
Q3 		– Sell
-727
Closed -$319K – 155
2024
Q2 		$319K Buy
727
+5
+0.7% +$2.2K 0.03% 110
2024
Q1 		$335K Sell
722
-8
-1% -$3.46K 0.03% 108
2023
Q4 		$300K Sell
730
-253
-26% -$99.8K 0.03% 108
2023
Q3 		$366K Buy
983
+23
+2% +$8.75K 0.04% 95
2023
Q2 		$366K Buy
960
+3
+0.3% +$1.1K 0.04% 99
2023
Q1 		$340K Buy
957
+4
+0.4% +$1.34K 0.04% 101
2022
Q4 		$311K Buy
+953
New +$299K 0.04% 104

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cahaba Wealth Management's LIN Position: Q3 2024 in Review

Cahaba Wealth Management sold out of Linde (LIN) in Q3 2024, closing a stake of 727 shares — an estimated $319K sold.

Cahaba Wealth Management first reported a position in LIN in Q4 2022 and held it in 7 quarters. The position peaked at $366K in Q3 2023. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • Cahaba Wealth Management reported no remaining Linde position as of Q3 2024 after selling out during the quarter.
  • Cahaba Wealth Management sold 727 Linde shares in Q3 2024, an estimated $319K.
  • Cahaba Wealth Management first reported a position in Linde in Q4 2022 and held it in 7 quarters.
  • Cahaba Wealth Management's Linde position peaked at $366K in Q3 2023.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Cahaba Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.