Berman Capital Advisors’s Lincoln Electric LECO Stock Holding History

Berman 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
2021 Q3	$7K	Hold	61	–	–	﹤0.01%	1318
2021 Q2	$7K	Hold	61	–	–	﹤0.01%	1242
2021 Q1	$7K	Buy	61 +17	+39%	+$2.03K	﹤0.01%	1162
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	1153
2020 Q3	$4K	Hold	44	–	–	﹤0.01%	1114
2020 Q2	$3K	Buy	44 +8	+22%	+$632	﹤0.01%	1152
2020 Q1	$2K	Sell	36 -3	-8%	-$257	﹤0.01%	1147
2019 Q4	$3K	Buy	39 +1	+3%	+$91	﹤0.01%	1109
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	1088
2019 Q2	$3K	Sell	38 -83	-69%	-$6.9K	﹤0.01%	1100
2019 Q1	$10K	Buy	+121	New	+$10.3K	﹤0.01%	656

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Berman Capital Advisors's LECO Position: Q3 2021 in Review

Berman Capital Advisors held its Lincoln Electric (LECO) position steady in Q3 2021 at 61 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Berman Capital Advisors first reported a position in LECO in Q1 2019 and has held it in 11 quarters since. The position peaked at $10K in Q1 2019. 364 funds tracked by Wall St. Rank hold LECO as of Q3 2021.

Berman Capital Advisors held 61 shares of Lincoln Electric worth $7K as of Q3 2021.
Berman Capital Advisors left its Lincoln Electric share count unchanged in Q3 2021.
Lincoln Electric made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1318 holding.
Berman Capital Advisors first reported a position in Lincoln Electric in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Lincoln Electric position peaked at $10K in Q1 2019.
364 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.