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Glassman Wealth Services’s Linde LIN Stock Holding History

Glassman Wealth Services’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 		– Sell
-837
Closed -$312K – 2038
2023
Q3 		$312K Buy
837
+67
+9% +$25.5K 0.05% 116
2023
Q2 		$293K Buy
770
+7
+0.9% +$2.56K 0.05% 124
2023
Q1 		$271K Buy
763
+29
+4% +$9.71K 0.05% 131
2022
Q4 		$239K Buy
734
+195
+36% +$61.1K 0.04% 152
2022
Q3 		$145K Buy
539
+126
+31% +$36.2K 0.03% 191
2022
Q2 		$119K Buy
413
+101
+32% +$31.6K 0.02% 219
2022
Q1 		$100K Buy
312
+25
+9% +$7.73K 0.02% 261
2021
Q4 		$99K Buy
287
+52
+22% +$16.8K 0.02% 246
2021
Q3 		$69K Sell
235
-101
-30% -$30.7K 0.01% 299
2021
Q2 		$97K Buy
336
+35
+12% +$10.2K 0.02% 239
2021
Q1 		$84K Buy
301
+73
+32% +$18.9K 0.02% 247
2020
Q4 		$60K Buy
228
+20
+10% +$4.91K 0.01% 308
2020
Q3 		$50K Buy
208
+50
+32% +$12.1K 0.01% 291
2020
Q2 		$34K Buy
158
+42
+36% +$8.11K 0.01% 307
2020
Q1 		$20K Sell
116
-76
-40% -$15K 0.01% 344
2019
Q4 		$41K Buy
192
+20
+12% +$4.03K 0.02% 281
2019
Q3 		$33K Buy
172
+16
+10% +$3.1K 0.01% 297
2019
Q2 		$31K Buy
156
+46
+42% +$8.61K 0.01% 313
2019
Q1 		$19K Buy
110
+94
+588% +$15.6K 0.01% 363
2018
Q4 		$2K Buy
+16
New +$2.53K ﹤0.01% 556

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

Glassman Wealth Services's LIN Position: Q4 2023 in Review

Glassman Wealth Services sold out of Linde (LIN) in Q4 2023, closing a stake of 837 shares — an estimated $312K sold.

Glassman Wealth Services first reported a position in LIN in Q4 2018 and held it in 20 quarters. The position peaked at $312K in Q3 2023. 1,799 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Glassman Wealth Services reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 837 Linde shares in Q4 2023, an estimated $312K.
  • Glassman Wealth Services first reported a position in Linde in Q4 2018 and held it in 20 quarters.
  • Glassman Wealth Services's Linde position peaked at $312K in Q3 2023.
  • 1,799 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.