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Carroll Financial Associates’s Lincoln Electric LECO Stock Holding History

Carroll Financial Associates’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
2020
Q3 		– Sell
-63
Closed -$5K – 1584
2020
Q2 		$5K Hold
63
– – ﹤0.01% 1196
2020
Q1 		$4K Hold
63
– – ﹤0.01% 1181
2019
Q4 		$6K Hold
63
– – ﹤0.01% 1208
2019
Q3 		$5K Hold
63
– – ﹤0.01% 1187
2019
Q2 		$5K Buy
+63
New +$5.24K ﹤0.01% 1200

Other funds holding LECO

Vanguard Group
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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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carroll Financial Associates's LECO Position: Q3 2020 in Review

Carroll Financial Associates sold out of Lincoln Electric (LECO) in Q3 2020, closing a stake of 63 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in LECO in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 317 funds tracked by Wall St. Rank hold LECO as of Q3 2020.

  • Carroll Financial Associates reported no remaining Lincoln Electric position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 63 Lincoln Electric shares in Q3 2020, an estimated $5K.
  • Carroll Financial Associates first reported a position in Lincoln Electric in Q2 2019 and held it in 5 quarters.
  • Carroll Financial Associates's Lincoln Electric position peaked at $6K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.