SWA
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Sutton Wealth Advisors’s Linde LIN Stock Holding History

Sutton 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
Q3 		$58.8K Buy
158
+31
+24% +$11.8K 0.03% 212
2023
Q2 		$48.4K Buy
127
+2
+2% +$730 0.02% 228
2023
Q1 		$44.4K Sell
125
-4
-3% -$1.34K 0.02% 212
2022
Q4 		$42.1K Sell
129
-32
-20% -$10K 0.02% 437
2022
Q3 		$43.4K Sell
161
-26
-14% -$7.47K 0.02% 409
2022
Q2 		$53.9K Buy
187
+29
+18% +$9.06K 0.02% 362
2022
Q1 		$50.6K Buy
158
+34
+27% +$10.5K 0.02% 395
2021
Q4 		$43K Hold
124
– – 0.01% 467
2021
Q3 		$36.4K Sell
124
-9
-7% -$2.74K 0.01% 497
2021
Q2 		$38.5K Hold
133
– – 0.01% 483
2021
Q1 		$37.3K Buy
133
+7
+6% +$1.82K 0.01% 477
2020
Q4 		$33.2K Buy
126
+10
+9% +$2.45K 0.01% 468
2020
Q3 		$27.6K Buy
116
+7
+6% +$1.7K 0.01% 456
2020
Q2 		$23.1K Sell
109
-50
-31% -$9.66K 0.01% 495
2020
Q1 		$27.5K Sell
159
-2
-1% -$395 0.02% 391
2019
Q4 		$34.3K Hold
161
– – 0.02% 420
2019
Q3 		$31.2K Hold
161
– – 0.02% 437
2019
Q2 		$32.3K Buy
161
+11
+7% +$2.06K 0.02% 431
2019
Q1 		$26.4K Sell
150
-1,277
-89% -$212K 0.02% 487
2018
Q4 		$223K Buy
+1,427
New +$226K 0.14% 116

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

Sutton Wealth Advisors's LIN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Linde (LIN) stake by 24% in Q3 2023, buying an estimated $11.8K and bringing the position to 158 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #212.

Sutton Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 20 quarters since. The position peaked at $223K in Q4 2018. 1,638 funds tracked by Wall St. Rank hold LIN as of Q3 2023.

  • Sutton Wealth Advisors held 158 shares of Linde worth $58.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 31 Linde shares in Q3 2023, an estimated $11.8K.
  • Linde made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #212 holding.
  • Sutton Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 20 quarters since.
  • Sutton Wealth Advisors's Linde position peaked at $223K in Q4 2018.
  • 1,638 funds tracked by Wall St. Rank held Linde as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.