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SFMG Wealth Advisors’s Linde LIN Stock Holding History

SFMG Wealth Advisors’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 		– Sell
-564
Closed -$210K – 280
2023
Q3 		$210K Buy
564
+14
+3% +$5.33K 0.02% 217
2023
Q2 		$209K Buy
+550
New +$201K 0.02% 225
2022
Q1 		– Sell
-581
Closed -$201K – 316
2021
Q4 		$201K Buy
+581
New +$188K 0.02% 270

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

SFMG Wealth Advisors's LIN Position: Q4 2023 in Review

SFMG Wealth Advisors sold out of Linde (LIN) in Q4 2023, closing a stake of 564 shares — an estimated $210K sold.

SFMG Wealth Advisors first reported a position in LIN in Q4 2021 and held it in 3 quarters. The position peaked at $210K in Q3 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • SFMG Wealth Advisors reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 564 Linde shares in Q4 2023, an estimated $210K.
  • SFMG Wealth Advisors first reported a position in Linde in Q4 2021 and held it in 3 quarters.
  • SFMG Wealth Advisors's Linde position peaked at $210K in Q3 2023.
  • 1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on SFMG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.