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Beacon Harbor Wealth Advisors’s Lincoln Electric LECO Stock Holding History

Beacon Harbor Wealth 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
2021
Q4 		– Sell
-33,140
Closed -$4.27M – 82
2021
Q3 		$4.27M Buy
33,140
+1,215
+4% +$165K 1.51% 32
2021
Q2 		$4.21M Buy
+31,925
New +$4.09M 1.51% 33

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 $23.8B AUM 34.25% 1-Year Est. Return

Beacon Harbor Wealth Advisors's LECO Position: Q4 2021 in Review

Beacon Harbor Wealth Advisors sold out of Lincoln Electric (LECO) in Q4 2021, closing a stake of 33,140 shares — an estimated $4.27M sold.

Beacon Harbor Wealth Advisors first reported a position in LECO in Q2 2021 and held it in 2 quarters. The position peaked at $4.27M in Q3 2021. 379 funds tracked by Wall St. Rank hold LECO as of Q4 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Lincoln Electric position as of Q4 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 33,140 Lincoln Electric shares in Q4 2021, an estimated $4.27M.
  • Beacon Harbor Wealth Advisors first reported a position in Lincoln Electric in Q2 2021 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Lincoln Electric position peaked at $4.27M in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.