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SYSTM Wealth Solutions’s Linde LIN Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-1,313
Closed -$576K – 397
2024
Q2 		$576K Sell
1,313
-2,875
-69% -$1.26M 0.13% 136
2024
Q1 		$1.94M Buy
4,188
+76
+2% +$32.9K 0.25% 124
2023
Q4 		$1.69M Sell
4,112
-438
-10% -$173K 0.23% 126
2023
Q3 		$1.69M Buy
4,550
+212
+5% +$80.7K 0.26% 108
2023
Q2 		$1.65M Buy
4,338
+1,147
+36% +$419K 0.22% 122
2023
Q1 		$1.13M Buy
3,191
+708
+29% +$237K 0.17% 160
2022
Q4 		$810K Buy
+2,483
New +$778K 0.1% 250

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SYSTM Wealth Solutions's LIN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Linde (LIN) in Q3 2024, closing a stake of 1,313 shares — an estimated $576K sold.

SYSTM Wealth Solutions first reported a position in LIN in Q4 2022 and held it in 7 quarters. The position peaked at $1.94M in Q1 2024. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Linde position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,313 Linde shares in Q3 2024, an estimated $576K.
  • SYSTM Wealth Solutions first reported a position in Linde in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Linde position peaked at $1.94M in Q1 2024.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.