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Laurel Wealth Advisors (California)’s Linde LIN Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$880K Buy
2,699
+381
+16% +$119K 0.09% 243
2022
Q3 		$625K Sell
2,318
-126
-5% -$36.2K 0.07% 298
2022
Q2 		$703K Buy
2,444
+132
+6% +$41.2K 0.07% 278
2022
Q1 		$739K Buy
2,312
+125
+6% +$38.6K 0.06% 313
2021
Q4 		$758K Buy
2,187
+485
+28% +$157K 0.06% 335
2021
Q3 		$499K Sell
1,702
-569
-25% -$173K 0.09% 232
2021
Q2 		$657K Buy
2,271
+144
+7% +$42K 0.09% 230
2021
Q1 		$596K Buy
2,127
+92
+5% +$23.9K 0.09% 218
2020
Q4 		$537K Sell
2,035
-1,466
-42% -$360K 0.08% 234
2020
Q3 		$834K Buy
+3,501
New +$849K 0.14% 162
2020
Q2 		– Sell
-3,578
Closed -$619K – 386
2020
Q1 		$619K Sell
3,578
-49
-1% -$9.67K 0.14% 173
2019
Q4 		$772K Sell
3,627
-510
-12% -$103K 0.13% 186
2019
Q3 		$802K Buy
4,137
+877
+27% +$170K 0.14% 179
2019
Q2 		$655K Sell
3,260
-113
-3% -$21.1K 0.14% 163
2019
Q1 		$593K Buy
3,373
+204
+6% +$33.9K 0.15% 160
2018
Q4 		$494K Buy
+3,169
New +$501K 0.15% 163

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LIN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Linde (LIN) stake by 16% in Q4 2022, buying an estimated $119K and bringing the position to 2,699 shares worth $880K. The position accounts for 0.09% of the portfolio, ranked #243.

Laurel Wealth Advisors (California) first reported a position in LIN in Q4 2018 and has held it in 16 quarters since. 1,532 funds tracked by Wall St. Rank hold LIN as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,699 shares of Linde worth $880K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 381 Linde shares in Q4 2022, an estimated $119K.
  • Linde made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #243 holding.
  • Laurel Wealth Advisors (California) first reported a position in Linde in Q4 2018 and has held it in 16 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Linde as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.