LIWM
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Long Island Wealth Management’s Linde LIN Stock Holding History

Long Island 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
Q1 		– Sell
-89
Closed -$37K – 254
2023
Q4 		$37K Buy
+89
New +$35.1K 0.03% 138

Other funds holding LIN

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

Long Island Wealth Management's LIN Position: Q1 2024 in Review

Long Island Wealth Management sold out of Linde (LIN) in Q1 2024, closing a stake of 89 shares — an estimated $37K sold.

Long Island Wealth Management first reported a position in LIN in Q4 2023 and held it in 1 quarter. The position peaked at $37K in Q4 2023. 1,856 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • Long Island Wealth Management reported no remaining Linde position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 89 Linde shares in Q1 2024, an estimated $37K.
  • Long Island Wealth Management first reported a position in Linde in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Linde position peaked at $37K in Q4 2023.
  • 1,856 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.