LIN β€” LINDE PLC F

Ownership history in Stanley-Laman Group, Ltd.  Β·  29 quarters on record

This page tracks every 13F SEC filing in which Stanley-Laman Group, Ltd. reported a position in LINDE PLC F (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.

πŸ” Peak position
1.78% (2022 Q4)
πŸ“Š Avg. % of fund
1.13%
πŸ“… First filed
2018 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
29

Position Intelligence

Stanley-Laman Group, Ltd. Γ— LIN AI Analytics

πŸ“ˆ Stanley-Laman Group, Ltd. outperformed the S&P 500 by +0.7% annually on this LIN position. Timing score: 61% (17/28 decisions correct). Average cost basis: $226.38. Maximum drawdown during holding period: –21.3%.

πŸ“ˆ Position Alpha vs SPY
+0.7%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
28 quarters analyzed

⏱️ Timing Score
61%

βœ… Decent timing β€” more right than wrong on entries and exits.
17 of 28 add/trim decisions correct

πŸ’° Entry Quality
$226.38
+87.7% vs current ($424.96)

Best entry: $140.04 (2018 Q4)  Β·  Worst: $459.44 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–21.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

17 adds Β· 12 trims. Bought during 5 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.04% of portfolio

⚠ 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.

% of Fund (quarterly)    LIN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,244 +1,049 +5.8% 1.04% $8.2M $424.96
2025 Q3 REDUCED 18,195 -1,560 -7.9% 1.23% $8.6M $471.67
2025 Q2 REDUCED 19,755 -1,399 -6.6% 1.38% $9.3M $464.41
2025 Q1 ADDED 21,154 +105 +0.5% 1.52% $9.9M $459.44
2024 Q4 REDUCED 21,049 -3,038 -12.6% 1.24% $8.8M $411.72
2024 Q3 REDUCED 24,087 -770 -3.1% 1.61% $11.5M $467.53
2024 Q2 ADDED 24,857 +926 +3.9% 1.57% $10.9M $428.96
2024 Q1 ADDED 23,931 +790 +3.4% 1.56% $11.1M $452.45
2023 Q4 ADDED 23,141 +150 +0.7% 1.45% $9.5M $399.03
2023 Q3 REDUCED 22,991 -793 -3.3% 1.46% $8.6M $360.65
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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