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Lumature Wealth Partners’s Linde LIN Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$303K Sell
795
-14
-2% -$5.11K 0.18% 107
2023
Q1 		$288K Hold
809
– – 0.16% 107
2022
Q4 		$264K Sell
809
-19
-2% -$5.96K 0.15% 116
2022
Q3 		$223K Buy
828
+43
+5% +$12.3K 0.12% 136
2022
Q2 		$226K Buy
785
+37
+5% +$11.6K 0.1% 148
2022
Q1 		$239K Buy
+748
New +$231K 0.1% 153

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 $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumature Wealth Partners's LIN Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Linde (LIN) stake by 1.7% in Q2 2023, selling an estimated $5.11K and leaving 795 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #107.

Lumature Wealth Partners first reported a position in LIN in Q1 2022 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

  • Lumature Wealth Partners held 795 shares of Linde worth $303K as of Q2 2023.
  • Lumature Wealth Partners sold 14 Linde shares in Q2 2023, an estimated $5.11K.
  • Linde made up 0.18% of Lumature Wealth Partners's portfolio in Q2 2023, its #107 holding.
  • Lumature Wealth Partners first reported a position in Linde in Q1 2022 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.