DWA
LIN icon

Delap Wealth Advisory’s Linde LIN Stock Holding History

Delap Wealth 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
2024
Q3 		– Sell
-853
Closed -$374K – 88
2024
Q2 		$374K Buy
853
+94
+12% +$41.4K 0.17% 65
2024
Q1 		$352K Buy
+759
New +$329K 0.14% 124

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

Delap Wealth Advisory's LIN Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Linde (LIN) in Q3 2024, closing a stake of 853 shares — an estimated $374K sold.

Delap Wealth Advisory first reported a position in LIN in Q1 2024 and held it in 2 quarters. The position peaked at $374K in Q2 2024. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Linde position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 853 Linde shares in Q3 2024, an estimated $374K.
  • Delap Wealth Advisory first reported a position in Linde in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's Linde position peaked at $374K in Q2 2024.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.