APG Asset Management’s Lincoln Electric LECO Stock Holding History

APG Asset Management’s Portfolio LECO Stock Details LECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,900	Closed	-$3.8M	–	745
2023 Q3	$3.8M	Sell	20,900 -9,000	-30%	-$1.72M	0.01%	495
2023 Q2	$5.44M	Buy	29,900 +3,800	+15%	+$662K	0.01%	467
2023 Q1	$4.06M	Buy	26,100 +500	+2%	+$82.4K	0.01%	512
2022 Q4	$3.7M	Buy	25,600 +4,100	+19%	+$575K	0.01%	561
2022 Q3	$2.76M	Sell	21,500 -2,100	-9%	-$283K	0.01%	507
2022 Q2	$2.79M	Buy	23,600 +20,700	+714%	+$2.73M	0.01%	503
2022 Q1	$359K	Buy	+2,900	New	+$380K	﹤0.01%	854
2020 Q3	–	Sell	-15,978	Closed	-$1.2M	–	1026
2020 Q2	$1.2M	Buy	+15,978	New	+$1.26M	﹤0.01%	814
2018 Q1	–	Sell	-80,800	Closed	-$6.16M	–	812
2017 Q4	$6.16M	Buy	80,800 +32,000	+66%	+$2.93M	0.01%	580
2017 Q3	$4.47M	Buy	+48,800	New	+$4.36M	0.01%	651

Other funds holding LECO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

APG Asset Management's LECO Position: Q4 2023 in Review

APG Asset Management sold out of Lincoln Electric (LECO) in Q4 2023, closing a stake of 20,900 shares — an estimated $3.8M sold.

APG Asset Management first reported a position in LECO in Q3 2017 and held it in 10 quarters. The position peaked at $6.16M in Q4 2017. 530 funds tracked by Wall St. Rank hold LECO as of Q4 2023.

APG Asset Management reported no remaining Lincoln Electric position as of Q4 2023 after selling out during the quarter.
APG Asset Management sold 20,900 Lincoln Electric shares in Q4 2023, an estimated $3.8M.
APG Asset Management first reported a position in Lincoln Electric in Q3 2017 and held it in 10 quarters.
APG Asset Management's Lincoln Electric position peaked at $6.16M in Q4 2017.
530 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2023.

Based on APG Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.