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Jamison Private Wealth Management’s Linde LIN Stock Holding History

Jamison Private 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
-28
Closed -$13.4K – 350
2024
Q3 		$13.4K Hold
28
– – ﹤0.01% 330
2024
Q2 		$12.3K Hold
28
– – ﹤0.01% 315
2024
Q1 		$13K Buy
28
+5
+22% +$2.17K ﹤0.01% 318
2023
Q4 		$9.45K Hold
23
– – ﹤0.01% 310
2023
Q3 		$8.56K Buy
+23
New +$8.75K ﹤0.01% 303

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jamison Private Wealth Management's LIN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Linde (LIN) in Q4 2024, closing a stake of 28 shares — an estimated $13.4K sold.

Jamison Private Wealth Management first reported a position in LIN in Q3 2023 and held it in 5 quarters. The position peaked at $13.4K in Q3 2024. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Linde position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 28 Linde shares in Q4 2024, an estimated $13.4K.
  • Jamison Private Wealth Management first reported a position in Linde in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Linde position peaked at $13.4K in Q3 2024.
  • 2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.