WWS
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Wellington Wealth Strategies’s Linde LIN Stock Holding History

Wellington Wealth Strategies’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 		– Sell
-604
Closed -$276K – 82
2024
Q3 		$276K Buy
+604
New +$276K 0.21% 61
2024
Q2 		– Sell
-956
Closed -$489K – 122
2024
Q1 		$489K Buy
956
+394
+70% +$171K 0.23% 86
2023
Q4 		$231K Buy
+562
New +$222K 0.2% 77
2020
Q4 		$231K Buy
+562
New +$138K 0.2% 77

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Wealth Strategies's LIN Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Linde (LIN) in Q4 2024, closing a stake of 604 shares — an estimated $276K sold.

Wellington Wealth Strategies first reported a position in LIN in Q4 2020 and held it in 4 quarters. The position peaked at $489K in Q1 2024. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining Linde position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 604 Linde shares in Q4 2024, an estimated $276K.
  • Wellington Wealth Strategies first reported a position in Linde in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's Linde position peaked at $489K in Q1 2024.
  • 2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.