Distillate Capital Partners’s Lincoln Electric LECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.7M	Sell	70,911 -2,958	-4%	-$613K	0.79%	61
2025 Q1	$14M	Sell	73,869 -6,406	-8%	-$1.21M	0.72%	74
2024 Q4	$15M	Buy	+80,275	New	+$15M	0.74%	89
2024 Q3	–	Sell	-72,187	Closed	-$13.6M	–	94
2024 Q2	$13.6M	Buy	+72,187	New	+$13.6M	0.72%	88