Evercore Wealth Management’s Lincoln Electric LECO Stock Holding History

Evercore 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
2018 Q1	–	Sell	-700	Closed	-$64K	–	596
2017 Q4	$64K	Hold	700	–	–	﹤0.01%	543
2017 Q3	$64K	Hold	700	–	–	﹤0.01%	539
2017 Q2	$64K	Hold	700	–	–	﹤0.01%	549
2017 Q1	$61K	Hold	700	–	–	﹤0.01%	567
2016 Q4	$54K	Hold	700	–	–	﹤0.01%	596
2016 Q3	$44K	Hold	700	–	–	﹤0.01%	621
2016 Q2	$41K	Hold	700	–	–	﹤0.01%	613
2016 Q1	$41K	Sell	700 -4	-0.6%	-$218	﹤0.01%	605
2015 Q4	$37K	Hold	704	–	–	﹤0.01%	652
2015 Q3	$37K	Buy	704 +4	+0.6%	+$234	﹤0.01%	642
2015 Q2	$43K	Hold	700	–	–	﹤0.01%	665
2015 Q1	$46K	Hold	700	–	–	﹤0.01%	642
2014 Q4	$48K	Hold	700	–	–	﹤0.01%	555
2014 Q3	$48K	Hold	700	–	–	﹤0.01%	617
2014 Q2	$49K	Hold	700	–	–	﹤0.01%	617
2014 Q1	$50K	Buy	+700	New	+$50.2K	﹤0.01%	597

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evercore Wealth Management's LECO Position: Q1 2018 in Review

Evercore Wealth Management sold out of Lincoln Electric (LECO) in Q1 2018, closing a stake of 700 shares — an estimated $64K sold.

Evercore Wealth Management first reported a position in LECO in Q1 2014 and held it in 16 quarters. The position peaked at $64K in Q4 2017. 331 funds tracked by Wall St. Rank hold LECO as of Q1 2018.

Evercore Wealth Management reported no remaining Lincoln Electric position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 700 Lincoln Electric shares in Q1 2018, an estimated $64K.
Evercore Wealth Management first reported a position in Lincoln Electric in Q1 2014 and held it in 16 quarters.
Evercore Wealth Management's Lincoln Electric position peaked at $64K in Q4 2017.
331 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.