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Doyle Wealth Management’s Lincoln Electric LECO Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-100
Closed -$8K – 501
2019
Q2 		$8K Buy
+100
New +$8.31K ﹤0.01% 670
2019
Q1 		– Sell
-100
Closed -$8K – 488
2018
Q4 		$8K Buy
+100
New +$8.3K ﹤0.01% 660

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's LECO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Lincoln Electric (LECO) in Q3 2019, closing a stake of 100 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in LECO in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 305 funds tracked by Wall St. Rank hold LECO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Lincoln Electric position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 Lincoln Electric shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in Lincoln Electric in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Lincoln Electric position peaked at $8K in Q2 2019.
  • 305 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.