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Rockbridge Investment Management’s Linde LIN Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-43
Closed -$17.7K – 402
2023
Q4 		$17.7K Buy
+43
New +$17K ﹤0.01% 336
2022
Q3 		– Sell
-43
Closed -$12.4K – 379
2022
Q2 		$12.4K Hold
43
– – ﹤0.01% 351
2022
Q1 		$13.9K Hold
43
– – ﹤0.01% 465
2021
Q4 		$15K Hold
43
– – ﹤0.01% 516
2021
Q3 		$13K Sell
43
-9
-17% -$2.74K ﹤0.01% 492
2021
Q2 		$15K Buy
52
+17
+49% +$4.96K ﹤0.01% 467
2021
Q1 		$10K Hold
35
– – ﹤0.01% 505
2020
Q4 		$9K Hold
35
– – ﹤0.01% 516
2020
Q3 		$8K Hold
35
– – ﹤0.01% 488
2020
Q2 		$7K Buy
+35
New +$6.76K ﹤0.01% 462

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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

Rockbridge Investment Management's LIN Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Linde (LIN) in Q1 2024, closing a stake of 43 shares — an estimated $17.7K sold.

Rockbridge Investment Management first reported a position in LIN in Q2 2020 and held it in 10 quarters. The position peaked at $17.7K in Q4 2023. 1,859 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Linde position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 43 Linde shares in Q1 2024, an estimated $17.7K.
  • Rockbridge Investment Management first reported a position in Linde in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Linde position peaked at $17.7K in Q4 2023.
  • 1,859 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.