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Westwood Management Corporation’s Linde LIN Stock Holding History

Westwood Management Corporation’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
Q4 		$11.6M Sell
28,295
-58,225
-67% -$23M 4.3% 11
2023
Q3 		$32.2M Buy
86,520
+780
+0.9% +$297K 4.63% 10
2023
Q2 		$32.7M Buy
85,740
+7,904
+10% +$2.89M 4.21% 10
2023
Q1 		$27.7M Sell
77,836
-13,504
-15% -$4.52M 3.52% 10
2022
Q4 		$29.8M Sell
91,340
-2,700
-3% -$846K 4.01% 10
2022
Q3 		$25.4M Buy
94,040
+13,800
+17% +$3.96M 3.33% 10
2022
Q2 		$23.1M Sell
80,240
-3,400
-4% -$1.06M 2.9% 12
2022
Q1 		$26.7M Sell
83,640
-4,280
-5% -$1.32M 2.53% 12
2021
Q4 		$30.5M Buy
87,920
+54,620
+164% +$17.7M 2.33% 14
2021
Q3 		$9.77M Hold
33,300
– – 0.8% 22
2021
Q2 		$9.63M Buy
33,300
+1,750
+6% +$510K 0.78% 23
2021
Q1 		$8.84M Buy
31,550
+16,200
+106% +$4.2M 0.78% 24
2020
Q4 		$4.04M Sell
15,350
-4,500
-23% -$1.1M 0.34% 27
2020
Q3 		$4.73M Buy
19,850
+14,100
+245% +$3.42M 0.43% 24
2020
Q2 		$1.22M Hold
5,750
– – 0.13% 32
2020
Q1 		$995K Sell
5,750
-2,703
-32% -$533K 0.13% 30
2019
Q4 		$1.8M Hold
8,453
– – 0.21% 27
2019
Q3 		$1.64M Hold
8,453
– – 0.22% 28
2019
Q2 		$1.7M Sell
8,453
-64,800
-88% -$12.1M 0.22% 30
2019
Q1 		$12.9M Sell
73,253
-4,700
-6% -$781K 1.75% 16
2018
Q4 		$12.2M Buy
+77,953
New +$12.3M 1.93% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Westwood Management Corporation's LIN Position: Q4 2023 in Review

Westwood Management Corporation reduced its Linde (LIN) stake by 67% in Q4 2023, selling an estimated $23M and leaving 28,295 shares worth $11.6M. The position accounts for 4.3% of the portfolio, ranked #11.

Westwood Management Corporation first reported a position in LIN in Q4 2018 and has held it in 21 quarters since. The position peaked at $32.7M in Q2 2023. 1,798 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Westwood Management Corporation held 28,295 shares of Linde worth $11.6M as of Q4 2023.
  • Westwood Management Corporation sold 58,225 Linde shares in Q4 2023, an estimated $23M.
  • Linde made up 4.3% of Westwood Management Corporation's portfolio in Q4 2023, its #11 holding.
  • Westwood Management Corporation first reported a position in Linde in Q4 2018 and has held it in 21 quarters since.
  • Westwood Management Corporation's Linde position peaked at $32.7M in Q2 2023.
  • 1,798 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.