Montag & Associates’s Lineage Inc LINE Stock Holding History

Montag & Associates’s Portfolio LINE Stock Details LINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$31.5K	–	1044
2024 Q3	$31.5K	Buy	+400	New	+$33.5K	﹤0.01%	676

Other funds holding LINE

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Montag & Associates's LINE Position: Q4 2024 in Review

Montag & Associates sold out of Lineage Inc (LINE) in Q4 2024, closing a stake of 400 shares — an estimated $31.5K sold.

Montag & Associates first reported a position in LINE in Q3 2024 and held it in 1 quarter. The position peaked at $31.5K in Q3 2024. 198 funds tracked by Wall St. Rank hold LINE as of Q4 2024.

Montag & Associates reported no remaining Lineage Inc position as of Q4 2024 after selling out during the quarter.
Montag & Associates sold 400 Lineage Inc shares in Q4 2024, an estimated $31.5K.
Montag & Associates first reported a position in Lineage Inc in Q3 2024 and held it in 1 quarter.
Montag & Associates's Lineage Inc position peaked at $31.5K in Q3 2024.
198 funds tracked by Wall St. Rank held Lineage Inc as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.