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Bartlett & Co Wealth Management’s Lincoln Electric LECO Stock Holding History

Bartlett & Co Wealth 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
2021
Q4 		– Sell
-17
Closed -$2.2K – 669
2021
Q3 		$2.2K Buy
+17
New +$2.31K ﹤0.01% 859

Other funds holding LECO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Bartlett & Co Wealth Management's LECO Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Lincoln Electric (LECO) in Q4 2021, closing a stake of 17 shares — an estimated $2.2K sold.

Bartlett & Co Wealth Management first reported a position in LECO in Q3 2021 and held it in 1 quarter. The position peaked at $2.2K in Q3 2021. 379 funds tracked by Wall St. Rank hold LECO as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Lincoln Electric position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 17 Lincoln Electric shares in Q4 2021, an estimated $2.2K.
  • Bartlett & Co Wealth Management first reported a position in Lincoln Electric in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Lincoln Electric position peaked at $2.2K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.