Ownership history in Cumberland Partners Ltd Β· 17 quarters on record
This page tracks every 13F SEC filing in which Cumberland Partners Ltd reported a position in Linde PLC (LIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cumberland Partners Ltd underperformed the S&P 500 by β3.3% annually on this LIN position. Timing score: 25% (4/16 decisions correct). Average cost basis: $301.97. Maximum drawdown during holding period: β21.3%.
β οΈ Trailed SPY by 3.3% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 16 add/trim decisions correct
Best entry: $273.45 (2022 Q2) Β· Worst: $452.45 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 12 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.89% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size