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Synergy Asset Management’s Linde LIN Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-60
Closed -$28.6K – 507
2024
Q4 		$28.6K Buy
+60
New +$27.3K ﹤0.01% 332
2024
Q3 		– Sell
-10,998
Closed -$4.83M – 160
2024
Q2 		$4.83M Buy
10,998
+2,084
+23% +$917K 0.76% 34
2024
Q1 		$4.14M Buy
8,914
+3,629
+69% +$1.57M 0.7% 39
2023
Q4 		$2.17M Buy
5,285
+1,427
+37% +$563K 0.39% 64
2023
Q3 		$1.44M Buy
+3,858
New +$1.47M 0.28% 67

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Synergy Asset Management's LIN Position: Q1 2025 in Review

Synergy Asset Management sold out of Linde (LIN) in Q1 2025, closing a stake of 60 shares — an estimated $28.6K sold.

Synergy Asset Management first reported a position in LIN in Q3 2023 and held it in 5 quarters. The position peaked at $4.83M in Q2 2024. 2,067 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

  • Synergy Asset Management reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 60 Linde shares in Q1 2025, an estimated $28.6K.
  • Synergy Asset Management first reported a position in Linde in Q3 2023 and held it in 5 quarters.
  • Synergy Asset Management's Linde position peaked at $4.83M in Q2 2024.
  • 2,067 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.