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Connectus Wealth’s Lincoln Electric LECO Stock Holding History

Connectus 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
Q1 		$715K Sell
2,800
-400
-13% -$94.5K 0.02% 265
2023
Q4 		$696K Buy
3,200
+700
+28% +$135K 0.01% 381
2023
Q3 		$454K Hold
2,500
– – 0.01% 395
2023
Q2 		$497K Hold
2,500
– – 0.01% 351
2023
Q1 		$423K Hold
2,500
– – 0.01% 356
2022
Q4 		$361K Hold
2,500
– – 0.01% 366
2022
Q3 		$314K Hold
2,500
– – 0.01% 447
2022
Q2 		$308K Buy
+2,500
New +$329K 0.01% 378

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Connectus Wealth's LECO Position: Q1 2024 in Review

Connectus Wealth reduced its Lincoln Electric (LECO) stake by 13% in Q1 2024, selling an estimated $94.5K and leaving 2,800 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #265.

Connectus Wealth first reported a position in LECO in Q2 2022 and has held it in 8 quarters since. 585 funds tracked by Wall St. Rank hold LECO as of Q1 2024.

  • Connectus Wealth held 2,800 shares of Lincoln Electric worth $715K as of Q1 2024.
  • Connectus Wealth sold 400 Lincoln Electric shares in Q1 2024, an estimated $94.5K.
  • Lincoln Electric made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #265 holding.
  • Connectus Wealth first reported a position in Lincoln Electric in Q2 2022 and has held it in 8 quarters since.
  • 585 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.