LSAG
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Lake Street Advisors Group’s Linde LIN Stock Holding History

Lake Street Advisors Group’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 		$2.17M Buy
5,175
+155
+3% +$70.6K 0.1% 125
2024
Q3 		$2.39M Buy
5,020
+51
+1% +$23.3K 0.11% 105
2024
Q2 		$2.18M Sell
4,969
-222
-4% -$97.7K 0.1% 122
2024
Q1 		$2.41M Buy
5,191
+185
+4% +$80.1K 0.11% 121
2023
Q4 		$2.06M Buy
+5,006
New +$1.97M 0.1% 133
2021
Q3 		– Sell
-1,953
Closed -$599K – 338
2021
Q2 		$599K Sell
1,953
-370
-16% -$108K 0.04% 152
2021
Q1 		$651K Buy
2,323
+108
+5% +$28K 0.05% 133
2020
Q4 		$584K Buy
2,215
+39
+2% +$9.57K 0.05% 141
2020
Q3 		$518K Sell
2,176
-124
-5% -$30.1K 0.05% 141
2020
Q2 		$488K Buy
2,300
+415
+22% +$80.1K 0.05% 138
2020
Q1 		$326K Buy
1,885
+43
+2% +$8.49K 0.04% 162
2019
Q4 		$392K Buy
1,842
+204
+12% +$41.1K 0.04% 143
2019
Q3 		$279K Buy
1,638
+50
+3% +$9.69K 0.03% 163
2019
Q2 		$319K Buy
1,588
+36
+2% +$6.74K 0.03% 142
2019
Q1 		$273K Sell
1,552
-77
-5% -$12.8K 0.03% 167
2018
Q4 		$254K Buy
+1,629
New +$257K 0.03% 152

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

Lake Street Advisors Group's LIN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Linde (LIN) stake by 3.1% in Q4 2024, buying an estimated $70.6K and bringing the position to 5,175 shares worth $2.17M. The position accounts for 0.1% of the portfolio, ranked #125.

Lake Street Advisors Group first reported a position in LIN in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.41M in Q1 2024. 2,007 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Lake Street Advisors Group held 5,175 shares of Linde worth $2.17M as of Q4 2024.
  • Lake Street Advisors Group bought 155 Linde shares in Q4 2024, an estimated $70.6K.
  • Linde made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #125 holding.
  • Lake Street Advisors Group first reported a position in Linde in Q4 2018 and has held it in 16 quarters since.
  • Lake Street Advisors Group's Linde position peaked at $2.41M in Q1 2024.
  • 2,007 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.