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Capital Asset Advisory Services’s Lincoln Electric LECO Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-14
Closed -$2K – 1120
2020
Q4 		$2K Buy
+14
New +$1.53K ﹤0.01% 1448

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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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Asset Advisory Services's LECO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Lincoln Electric (LECO) in Q1 2021, closing a stake of 14 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in LECO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 343 funds tracked by Wall St. Rank hold LECO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Lincoln Electric position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 14 Lincoln Electric shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in Lincoln Electric in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Lincoln Electric position peaked at $2K in Q4 2020.
  • 343 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.