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Sonoma Private Wealth’s Linde LIN Stock Holding History

Sonoma Private Wealth’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
Q4 		– Sell
-842
Closed -$402K – 88
2024
Q3 		$402K Sell
842
-8
-0.9% -$3.65K 0.63% 58
2024
Q2 		$373K Sell
850
-13
-2% -$5.72K 0.61% 57
2024
Q1 		$401K Sell
863
-10
-1% -$4.33K 0.64% 56
2023
Q4 		$359K Buy
+873
New +$344K 0.59% 54

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonoma Private Wealth's LIN Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Linde (LIN) in Q4 2024, closing a stake of 842 shares — an estimated $402K sold.

Sonoma Private Wealth first reported a position in LIN in Q4 2023 and held it in 4 quarters. The position peaked at $402K in Q3 2024. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Linde position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 842 Linde shares in Q4 2024, an estimated $402K.
  • Sonoma Private Wealth first reported a position in Linde in Q4 2023 and held it in 4 quarters.
  • Sonoma Private Wealth's Linde position peaked at $402K in Q3 2024.
  • 2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.