JWM
LIN icon

Janiczek Wealth Management’s Linde LIN Stock Holding History

Janiczek 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
Q2 		$428K Sell
976
-22
-2% -$9.68K 0.09% 93
2024
Q1 		$463K Sell
998
-8
-0.8% -$3.46K 0.1% 90
2023
Q4 		$413K Buy
1,006
+19
+2% +$7.49K 0.1% 83
2023
Q3 		$368K Buy
987
+126
+15% +$48K 0.1% 86
2023
Q2 		$328K Buy
861
+60
+7% +$21.9K 0.09% 81
2023
Q1 		$288K Buy
801
+10
+1% +$3.35K 0.08% 85
2022
Q4 		$260K Buy
791
+69
+10% +$21.6K 0.07% 93
2022
Q3 		$196K Buy
722
+158
+28% +$45.4K 0.06% 106
2022
Q2 		$170K Sell
564
-94
-14% -$29.4K 0.05% 125
2022
Q1 		$210K Sell
658
-170
-21% -$52.6K 0.06% 111
2021
Q4 		$287K Buy
828
+72
+10% +$23.3K 0.09% 80
2021
Q3 		$222K Buy
756
+170
+29% +$51.7K 0.08% 87
2021
Q2 		$169K Buy
586
+40
+7% +$11.7K 0.06% 102
2021
Q1 		$153K Buy
546
+159
+41% +$41.3K 0.06% 88
2020
Q4 		$102K Buy
387
+283
+272% +$69.5K 0.05% 107
2020
Q3 		$25K Buy
104
+98
+1,633% +$23.8K 0.01% 141
2020
Q2 		$1K Buy
+6
New +$1.16K ﹤0.01% 343

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Janiczek Wealth Management's LIN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Linde (LIN) stake by 2.2% in Q2 2024, selling an estimated $9.68K and leaving 976 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #93.

Janiczek Wealth Management first reported a position in LIN in Q2 2020 and has held it in 17 quarters since. The position peaked at $463K in Q1 2024. 1,854 funds tracked by Wall St. Rank hold LIN as of Q2 2024.

  • Janiczek Wealth Management held 976 shares of Linde worth $428K as of Q2 2024.
  • Janiczek Wealth Management sold 22 Linde shares in Q2 2024, an estimated $9.68K.
  • Linde made up 0.09% of Janiczek Wealth Management's portfolio in Q2 2024, its #93 holding.
  • Janiczek Wealth Management first reported a position in Linde in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Linde position peaked at $463K in Q1 2024.
  • 1,854 funds tracked by Wall St. Rank held Linde as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.