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Buckingham Strategic Wealth’s Lincoln Electric LECO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-942
Closed -$241K – 826
2024
Q1 		$241K Buy
942
+4
+0.4% +$945 ﹤0.01% 655
2023
Q4 		$204K Buy
+938
New +$181K ﹤0.01% 673

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Buckingham Strategic Wealth's LECO Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 942 shares — an estimated $241K sold.

Buckingham Strategic Wealth first reported a position in LECO in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 942 Lincoln Electric shares in Q2 2024, an estimated $241K.
  • Buckingham Strategic Wealth first reported a position in Lincoln Electric in Q4 2023 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Lincoln Electric position peaked at $241K in Q1 2024.
  • 552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.