Jackson Wealth Management’s Linde LIN Stock Holding History

Jackson 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 Q4	–	Sell	-9,217	Closed	-$4.39M	–	168
2024 Q3	$4.39M	Buy	9,217 +3,996	+77%	+$1.82M	0.52%	50
2024 Q2	$2.29M	Sell	5,221 -3,808	-42%	-$1.68M	0.49%	52
2024 Q1	$4.19M	Buy	9,029 +787	+10%	+$341K	0.52%	48
2023 Q4	$3.38M	Buy	8,242 +211	+3%	+$83.2K	0.45%	51
2023 Q3	$2.99M	Buy	8,031 +89	+1%	+$33.9K	0.43%	55
2023 Q2	$3.03M	Buy	7,942 +498	+7%	+$182K	0.44%	50
2023 Q1	$2.65M	Buy	7,444 +265	+4%	+$88.7K	1.99%	10
2022 Q4	$2.34M	Sell	7,179 -2,124	-23%	-$666K	0.86%	41
2022 Q3	$2.51M	Buy	9,303 +5,740	+161%	+$1.65M	0.49%	51
2022 Q2	$1.02M	Buy	+3,563	New	+$1.11M	0.47%	48

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 $3.37T AUM 44.26% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Jackson Wealth Management's LIN Position: Q4 2024 in Review

Jackson Wealth Management sold out of Linde (LIN) in Q4 2024, closing a stake of 9,217 shares — an estimated $4.39M sold.

Jackson Wealth Management first reported a position in LIN in Q2 2022 and held it in 10 quarters. The position peaked at $4.39M in Q3 2024. 2,010 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

Jackson Wealth Management reported no remaining Linde position as of Q4 2024 after selling out during the quarter.
Jackson Wealth Management sold 9,217 Linde shares in Q4 2024, an estimated $4.39M.
Jackson Wealth Management first reported a position in Linde in Q2 2022 and held it in 10 quarters.
Jackson Wealth Management's Linde position peaked at $4.39M in Q3 2024.
2,010 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.