Castleview Partners’s Lincoln Electric LECO Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-75	Closed	-$13.9K	–	396
2024 Q4	$13.9K	Buy	75 +4	+6%	+$806	0.01%	533
2024 Q3	$13.7K	Buy	71 +23	+48%	+$4.41K	0.01%	510
2024 Q2	$9.05K	Buy	48 +20	+71%	+$4.34K	0.01%	544
2024 Q1	$7.15K	Buy	28 +11	+65%	+$2.6K	﹤0.01%	563
2023 Q4	$3.7K	Buy	+17	New	+$3.28K	﹤0.01%	619
2022 Q1	–	Sell	-16,317	Closed	-$117	–	878
2021 Q4	$117	Buy	+16,317	New	+$2.27M	﹤0.01%	767
2021 Q2	$16K	Buy	+118	New	+$15.1K	0.01%	600

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Castleview Partners's LECO Position: Q1 2025 in Review

Castleview Partners sold out of Lincoln Electric (LECO) in Q1 2025, closing a stake of 75 shares — an estimated $13.9K sold.

Castleview Partners first reported a position in LECO in Q2 2021 and held it in 7 quarters. The position peaked at $16K in Q2 2021. 581 funds tracked by Wall St. Rank hold LECO as of Q1 2025.

Castleview Partners reported no remaining Lincoln Electric position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 75 Lincoln Electric shares in Q1 2025, an estimated $13.9K.
Castleview Partners first reported a position in Lincoln Electric in Q2 2021 and held it in 7 quarters.
Castleview Partners's Lincoln Electric position peaked at $16K in Q2 2021.
581 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.