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Lake Street Private Wealth’s Linde LIN Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-3,202
Closed -$1.41M – 290
2024
Q2 		$1.41M Buy
3,202
+129
+4% +$56.8K 0.18% 115
2024
Q1 		$1.43M Sell
3,073
-20
-0.6% -$8.66K 0.2% 123
2023
Q4 		$1.27M Buy
+3,093
New +$1.22M 0.2% 117

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lake Street Private Wealth's LIN Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Linde (LIN) in Q3 2024, closing a stake of 3,202 shares — an estimated $1.41M sold.

Lake Street Private Wealth first reported a position in LIN in Q4 2023 and held it in 3 quarters. The position peaked at $1.43M in Q1 2024. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Linde position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,202 Linde shares in Q3 2024, an estimated $1.41M.
  • Lake Street Private Wealth first reported a position in Linde in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's Linde position peaked at $1.43M in Q1 2024.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.