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Provence Wealth Management Group’s Linde LIN Stock Holding History

Provence Wealth Management 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
Q4 		$245K Buy
597
+518
+656% +$204K 0.13% 147
2023
Q3 		$29.4K Buy
+79
New +$30.1K 0.02% 232

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Provence Wealth Management Group's LIN Position: Q4 2023 in Review

Provence Wealth Management Group increased its Linde (LIN) stake by 656% in Q4 2023, buying an estimated $204K and bringing the position to 597 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #147.

Provence Wealth Management Group first reported a position in LIN in Q3 2023 and has held it in 2 quarters since. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Provence Wealth Management Group held 597 shares of Linde worth $245K as of Q4 2023.
  • Provence Wealth Management Group bought 518 Linde shares in Q4 2023, an estimated $204K.
  • Linde made up 0.13% of Provence Wealth Management Group's portfolio in Q4 2023, its #147 holding.
  • Provence Wealth Management Group first reported a position in Linde in Q3 2023 and has held it in 2 quarters since.
  • 1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.