Roosevelt Investment Group’s Linde LIN Stock Holding History

Roosevelt Investment 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
2022 Q3	$14.7M	Buy	54,707 +1,418	+3%	+$407K	1.06%	39
2022 Q2	$15.3M	Sell	53,289 -455	-0.8%	-$142K	1.1%	33
2022 Q1	$17.2M	Buy	53,744 +1,975	+4%	+$611K	1.02%	37
2021 Q4	$17.9M	Buy	51,769 +1,952	+4%	+$632K	0.99%	39
2021 Q3	$14.6M	Sell	49,817 -686	-1%	-$209K	0.91%	45
2021 Q2	$14.6M	Buy	50,503 +28,831	+133%	+$8.41M	0.88%	46
2021 Q1	$6.07M	Buy	+21,672	New	+$5.62M	0.4%	52

Other funds holding LIN

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Roosevelt Investment Group's LIN Position: Q3 2022 in Review

Roosevelt Investment Group increased its Linde (LIN) stake by 2.7% in Q3 2022, buying an estimated $407K and bringing the position to 54,707 shares worth $14.7M. The position accounts for 1.06% of the portfolio, ranked #39.

Roosevelt Investment Group first reported a position in LIN in Q1 2021 and has held it in 7 quarters since. The position peaked at $17.9M in Q4 2021. 1,396 funds tracked by Wall St. Rank hold LIN as of Q3 2022.

Roosevelt Investment Group held 54,707 shares of Linde worth $14.7M as of Q3 2022.
Roosevelt Investment Group bought 1,418 Linde shares in Q3 2022, an estimated $407K.
Linde made up 1.06% of Roosevelt Investment Group's portfolio in Q3 2022, its #39 holding.
Roosevelt Investment Group first reported a position in Linde in Q1 2021 and has held it in 7 quarters since.
Roosevelt Investment Group's Linde position peaked at $17.9M in Q4 2021.
1,396 funds tracked by Wall St. Rank held Linde as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.