MWM
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Madison Wealth Management’s Linde LIN Stock Holding History

Madison 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
2023
Q3 		$2.91M Buy
+7,819
New +$2.98M 0.61% 50
2020
Q1 		– Sell
-1,390
Closed -$296K – 134
2019
Q4 		$296K Buy
+1,390
New +$280K 0.09% 119

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Management's LIN Position: Q3 2023 in Review

Madison Wealth Management opened a new position in Linde (LIN) in Q3 2023: 7,819 shares worth $2.91M. The stake represents 0.61% of the portfolio and ranks #50 among its holdings. This is a return to the name: Madison Wealth Management previously reported a position in LIN as recently as Q4 2019.

Madison Wealth Management first reported a position in LIN in Q4 2019 and has held it in 2 quarters since. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • Madison Wealth Management held 7,819 shares of Linde worth $2.91M as of Q3 2023.
  • Linde was a new Madison Wealth Management position in Q3 2023.
  • Linde made up 0.61% of Madison Wealth Management's portfolio in Q3 2023, its #50 holding.
  • Madison Wealth Management first reported a position in Linde in Q4 2019 and has held it in 2 quarters since.
  • 1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.