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Equitable Trust’s Lincoln Electric LECO Stock Holding History

Equitable Trust’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
Q3 		– Sell
-1,633
Closed -$324K – 403
2023
Q2 		$324K Sell
1,633
-973
-37% -$170K 0.02% 324
2023
Q1 		$441K Sell
2,606
-758
-23% -$125K 0.03% 278
2022
Q4 		$486K Buy
+3,364
New +$472K 0.04% 266

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Equitable Trust's LECO Position: Q3 2023 in Review

Equitable Trust sold out of Lincoln Electric (LECO) in Q3 2023, closing a stake of 1,633 shares — an estimated $324K sold.

Equitable Trust first reported a position in LECO in Q4 2022 and held it in 3 quarters. The position peaked at $486K in Q4 2022. 505 funds tracked by Wall St. Rank hold LECO as of Q3 2023.

  • Equitable Trust reported no remaining Lincoln Electric position as of Q3 2023 after selling out during the quarter.
  • Equitable Trust sold 1,633 Lincoln Electric shares in Q3 2023, an estimated $324K.
  • Equitable Trust first reported a position in Lincoln Electric in Q4 2022 and held it in 3 quarters.
  • Equitable Trust's Lincoln Electric position peaked at $486K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2023.

Based on Equitable Trust's 13F filing for Q3 2023, filed 6 Nov 2023.