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Prio Wealth Limited Partnership’s Linde LIN Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$4.33M Hold
9,085
– – 0.13% 88
2024
Q2 		$3.99M Sell
9,085
-345
-4% -$152K 0.12% 89
2024
Q1 		$4.38M Buy
9,430
+305
+3% +$132K 0.13% 91
2023
Q4 		$3.75M Sell
9,125
-202
-2% -$79.7K 0.13% 94
2023
Q3 		$3.47M Hold
9,327
– – 0.13% 91
2023
Q2 		$3.55M Hold
9,327
– – 0.13% 90
2023
Q1 		$3.32M Sell
9,327
-250
-3% -$83.7K 0.13% 95
2022
Q4 		$3.12M Hold
9,577
– – 0.13% 99
2022
Q3 		$2.58M Hold
9,577
– – 0.11% 102
2022
Q2 		$2.75M Sell
9,577
-103
-1% -$32.2K 0.11% 102
2022
Q1 		$3.09M Sell
9,680
-150
-2% -$46.4K 0.1% 104
2021
Q4 		$3.4M Hold
9,830
– – 0.1% 101
2021
Q3 		$2.88M Buy
9,830
+3
+0% +$912 0.1% 107
2021
Q2 		$2.84M Sell
9,827
-7
-0.1% -$2.04K 0.1% 103
2021
Q1 		$2.75M Sell
9,834
-90
-0.9% -$23.3K 0.1% 104
2020
Q4 		$2.62M Sell
9,924
-50
-0.5% -$12.3K 0.1% 102
2020
Q3 		$2.38M Hold
9,974
– – 0.1% 99
2020
Q2 		$2.12M Sell
9,974
-240
-2% -$46.3K 0.1% 102
2020
Q1 		$1.77M Sell
10,214
-1,575
-13% -$311K 0.1% 106
2019
Q4 		$2.51M Sell
11,789
-1,452
-11% -$293K 0.11% 107
2019
Q3 		$2.56M Sell
13,241
-1,056
-7% -$205K 0.12% 104
2019
Q2 		$2.87M Sell
14,297
-1,932
-12% -$361K 0.13% 103
2019
Q1 		$2.85M Sell
16,229
-25,509
-61% -$4.24M 0.13% 101
2018
Q4 		$6.51M Buy
+41,738
New +$6.6M 0.35% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Prio Wealth Limited Partnership's LIN Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Linde (LIN) position steady in Q3 2024 at 9,085 shares worth $4.33M. The position accounts for 0.13% of the portfolio, ranked #88.

Prio Wealth Limited Partnership first reported a position in LIN in Q4 2018 and has held it in 24 quarters since. The position peaked at $6.51M in Q4 2018. 1,920 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • Prio Wealth Limited Partnership held 9,085 shares of Linde worth $4.33M as of Q3 2024.
  • Prio Wealth Limited Partnership left its Linde share count unchanged in Q3 2024.
  • Linde made up 0.13% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #88 holding.
  • Prio Wealth Limited Partnership first reported a position in Linde in Q4 2018 and has held it in 24 quarters since.
  • Prio Wealth Limited Partnership's Linde position peaked at $6.51M in Q4 2018.
  • 1,920 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.