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Polaris Wealth Advisory Group’s Linde LIN Stock Holding History

Polaris Wealth Advisory Group’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 		$9.22M Sell
24,757
-1,493
-6% -$568K 0.7% 52
2023
Q2 		$10M Sell
26,250
-956
-4% -$349K 0.76% 45
2023
Q1 		$9.67M Buy
+27,206
New +$9.11M 0.71% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's LIN Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Linde (LIN) stake by 5.7% in Q3 2023, selling an estimated $568K and leaving 24,757 shares worth $9.22M. The position accounts for 0.7% of the portfolio, ranked #52.

Polaris Wealth Advisory Group first reported a position in LIN in Q1 2023 and has held it in 3 quarters since. The position peaked at $10M in Q2 2023. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • Polaris Wealth Advisory Group held 24,757 shares of Linde worth $9.22M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 1,493 Linde shares in Q3 2023, an estimated $568K.
  • Linde made up 0.7% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #52 holding.
  • Polaris Wealth Advisory Group first reported a position in Linde in Q1 2023 and has held it in 3 quarters since.
  • Polaris Wealth Advisory Group's Linde position peaked at $10M in Q2 2023.
  • 1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.