Sugarloaf Wealth Management’s Linde LIN Stock Holding History

Sugarloaf Wealth Management’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	$221K	Buy	528 +47	+10%	+$21.4K	0.04%	152
2024 Q3	$229K	Buy	481 +108	+29%	+$49.3K	0.04%	146
2024 Q2	$164K	Buy	373 +1	+0.3%	+$440	0.03%	175
2024 Q1	$173K	Buy	372 +68	+22%	+$29.4K	0.04%	170
2023 Q4	$125K	Buy	304 +44	+17%	+$17.4K	0.03%	197
2023 Q3	$96.8K	Buy	260 +239	+1,138%	+$91K	0.02%	215
2023 Q2	$8.05K	Hold	21	–	–	﹤0.01%	500
2023 Q1	$7.51K	Sell	21 -37	-64%	-$12.4K	﹤0.01%	504
2022 Q4	$18.9K	Hold	58	–	–	﹤0.01%	412
2022 Q3	$16K	Hold	58	–	–	﹤0.01%	448
2022 Q2	$23K	Hold	58	–	–	0.01%	401
2022 Q1	$18K	Hold	58	–	–	﹤0.01%	423
2021 Q4	$20K	Hold	58	–	–	﹤0.01%	429
2021 Q3	$17K	Hold	58	–	–	﹤0.01%	456
2021 Q2	$17K	Buy	58 +1	+2%	+$292	﹤0.01%	439
2021 Q1	$16	Hold	57	–	–	﹤0.01%	447
2020 Q4	$15K	Hold	57	–	–	0.01%	431
2020 Q3	$14K	Hold	57	–	–	0.01%	413
2020 Q2	$12K	Buy	57 +1	+2%	+$193	﹤0.01%	426
2020 Q1	$10K	Hold	56	–	–	﹤0.01%	434
2019 Q4	$12K	Buy	+56	New	+$11.3K	0.01%	448

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sugarloaf Wealth Management's LIN Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Linde (LIN) stake by 9.8% in Q4 2024, buying an estimated $21.4K and bringing the position to 528 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #152.

Sugarloaf Wealth Management first reported a position in LIN in Q4 2019 and has held it in 21 quarters since. The position peaked at $229K in Q3 2024. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

Sugarloaf Wealth Management held 528 shares of Linde worth $221K as of Q4 2024.
Sugarloaf Wealth Management bought 47 Linde shares in Q4 2024, an estimated $21.4K.
Linde made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #152 holding.
Sugarloaf Wealth Management first reported a position in Linde in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Linde position peaked at $229K in Q3 2024.
2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.