Aptus Capital Advisors’s Lincoln Electric LECO Stock Holding History

Aptus Capital Advisors’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
2024 Q4	–	Sell	-19,879	Closed	-$3.82M	–	1438
2024 Q3	$3.82M	Buy	19,879 +2,642	+15%	+$507K	0.06%	245
2024 Q2	$3.25M	Sell	17,237 -9,344	-35%	-$2.03M	0.06%	241
2024 Q1	$6.79M	Buy	26,581 +2,788	+12%	+$659K	0.13%	147
2023 Q4	$5.17M	Sell	23,793 -294	-1%	-$56.7K	0.14%	132
2023 Q3	$4.38M	Sell	24,087 -4,730	-16%	-$904K	0.12%	145
2023 Q2	$5.72M	Buy	28,817 +1,996	+7%	+$348K	0.14%	128
2023 Q1	$4.54M	Buy	26,821 +3,120	+13%	+$514K	0.12%	128
2022 Q4	$3.42M	Buy	+23,701	New	+$3.32M	0.11%	160

Other funds holding LECO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aptus Capital Advisors's LECO Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Lincoln Electric (LECO) in Q4 2024, closing a stake of 19,879 shares — an estimated $3.82M sold.

Aptus Capital Advisors first reported a position in LECO in Q4 2022 and held it in 8 quarters. The position peaked at $6.79M in Q1 2024. 549 funds tracked by Wall St. Rank hold LECO as of Q4 2024.

Aptus Capital Advisors reported no remaining Lincoln Electric position as of Q4 2024 after selling out during the quarter.
Aptus Capital Advisors sold 19,879 Lincoln Electric shares in Q4 2024, an estimated $3.82M.
Aptus Capital Advisors first reported a position in Lincoln Electric in Q4 2022 and held it in 8 quarters.
Aptus Capital Advisors's Lincoln Electric position peaked at $6.79M in Q1 2024.
549 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.