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Steward Partners Investment Solutions’s Linde LIN Stock Holding History

Steward Partners Investment Solutions’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 		$1.25M Buy
2,682
+214
+9% +$92.7K 0.21% 90
2023
Q4 		$1.01M Buy
+2,468
New +$973K 0.42% 64

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Steward Partners Investment Solutions's LIN Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Linde (LIN) stake by 8.7% in Q1 2024, buying an estimated $92.7K and bringing the position to 2,682 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #90.

Steward Partners Investment Solutions first reported a position in LIN in Q4 2023 and has held it in 2 quarters since. 1,856 funds tracked by Wall St. Rank hold LIN as of Q1 2024.

  • Steward Partners Investment Solutions held 2,682 shares of Linde worth $1.25M as of Q1 2024.
  • Steward Partners Investment Solutions bought 214 Linde shares in Q1 2024, an estimated $92.7K.
  • Linde made up 0.21% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #90 holding.
  • Steward Partners Investment Solutions first reported a position in Linde in Q4 2023 and has held it in 2 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Linde as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.