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Steward Financial Group’s Linde LIN Stock Holding History

Steward Financial 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
Q3 		$108K Sell
292
-5
-2% -$1.9K 0.03% 92
2023
Q2 		$113K Buy
297
+50
+20% +$18.3K 0.04% 89
2023
Q1 		$87K Hold
247
– – 0.03% 64
2022
Q4 		$80K Buy
+247
New +$77.4K 0.04% 60
2022
Q3 		– Sell
-112
Closed -$32K – 765
2022
Q2 		$32K Buy
112
+12
+12% +$3.75K 0.03% 131
2022
Q1 		$31K Buy
+100
New +$30.9K 0.03% 122

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's LIN Position: Q3 2023 in Review

Steward Financial Group reduced its Linde (LIN) stake by 1.7% in Q3 2023, selling an estimated $1.9K and leaving 292 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #92.

Steward Financial Group first reported a position in LIN in Q1 2022 and has held it in 6 quarters since. The position peaked at $113K in Q2 2023. 1,637 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • Steward Financial Group held 292 shares of Linde worth $108K as of Q3 2023.
  • Steward Financial Group sold 5 Linde shares in Q3 2023, an estimated $1.9K.
  • Linde made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #92 holding.
  • Steward Financial Group first reported a position in Linde in Q1 2022 and has held it in 6 quarters since.
  • Steward Financial Group's Linde position peaked at $113K in Q2 2023.
  • 1,637 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.