Concord Wealth Partners’s Lincoln Electric LECO Stock Holding History

Concord Wealth 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
2023 Q4	–	Sell	-17	Closed	-$3.09K	–	935
2023 Q3	$3.09K	Hold	17	–	–	﹤0.01%	799
2023 Q2	$3.38K	Buy	+17	New	+$2.96K	﹤0.01%	785
2023 Q1	–	Sell	-23	Closed	-$3.32K	–	1124
2022 Q4	$3.32K	Buy	+23	New	+$3.23K	﹤0.01%	846
2022 Q3	–	Sell	-79	Closed	-$10K	–	693
2022 Q2	$10K	Sell	79 -483	-86%	-$63.6K	﹤0.01%	690
2022 Q1	$77K	Buy	562 +30	+6%	+$3.93K	0.02%	344
2021 Q4	$74K	Buy	532 +245	+85%	+$34.1K	0.02%	363
2021 Q3	$37K	Sell	287 -194	-40%	-$26.4K	0.02%	270
2021 Q2	$63K	Sell	481 -86	-15%	-$11K	0.02%	313
2021 Q1	$70K	Buy	567 +553	+3,950%	+$66.1K	0.02%	277
2020 Q4	$2K	Buy	+14	New	+$1.53K	﹤0.01%	543

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Concord Wealth Partners's LECO Position: Q4 2023 in Review

Concord Wealth Partners sold out of Lincoln Electric (LECO) in Q4 2023, closing a stake of 17 shares — an estimated $3.09K sold.

Concord Wealth Partners first reported a position in LECO in Q4 2020 and held it in 10 quarters. The position peaked at $77K in Q1 2022. 530 funds tracked by Wall St. Rank hold LECO as of Q4 2023.

Concord Wealth Partners reported no remaining Lincoln Electric position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 17 Lincoln Electric shares in Q4 2023, an estimated $3.09K.
Concord Wealth Partners first reported a position in Lincoln Electric in Q4 2020 and held it in 10 quarters.
Concord Wealth Partners's Lincoln Electric position peaked at $77K in Q1 2022.
530 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.