Ironwood Financial’s Linde LIN Stock Holding History

Ironwood Financial’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	-699	Closed	-$260K	–	145
2023 Q3	$260K	Hold	699	–	–	0.07%	125
2023 Q2	$266K	Hold	699	–	–	0.07%	125
2023 Q1	$248K	Hold	699	–	–	0.07%	131
2022 Q4	$228K	Buy	+699	New	+$219K	0.07%	129
2022 Q3	–	Sell	-699	Closed	-$201K	–	116
2022 Q2	$201K	Hold	699	–	–	0.06%	115
2022 Q1	$223K	Hold	699	–	–	0.06%	116
2021 Q4	$242K	Hold	699	–	–	0.07%	115
2021 Q3	$205K	Hold	699	–	–	0.06%	117
2021 Q2	$202K	Hold	699	–	–	0.06%	113
2021 Q1	$196K	Hold	699	–	–	0.06%	107
2020 Q4	$184K	Buy	+699	New	+$172K	0.07%	106

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ironwood Financial's LIN Position: Q4 2023 in Review

Ironwood Financial sold out of Linde (LIN) in Q4 2023, closing a stake of 699 shares — an estimated $260K sold.

Ironwood Financial first reported a position in LIN in Q4 2020 and held it in 11 quarters. The position peaked at $266K in Q2 2023. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

Ironwood Financial reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
Ironwood Financial sold 699 Linde shares in Q4 2023, an estimated $260K.
Ironwood Financial first reported a position in Linde in Q4 2020 and held it in 11 quarters.
Ironwood Financial's Linde position peaked at $266K in Q2 2023.
1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Ironwood Financial's 13F filing for Q4 2023, filed 19 Jan 2024.