Financial Gravity Asset Management’s Lincoln Electric LECO Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$402	–	1996
2024 Q1	$402	Buy	+2	New	+$472	﹤0.01%	1429
2023 Q3	–	Sell	-199	Closed	-$1.75K	–	1536
2023 Q2	$1.75K	Buy	199 +30	+18%	+$5.23K	﹤0.01%	673
2023 Q1	$1	Buy	169 +25	+17%	+$4.12K	﹤0.01%	1060
2022 Q4	$192	Buy	+144	New	+$20.2K	﹤0.01%	964
2021 Q1	–	Hold	0	–	–	–	625

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Financial Gravity Asset Management's LECO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 2 shares — an estimated $402 sold.

Financial Gravity Asset Management first reported a position in LECO in Q4 2022 and held it in 4 quarters. The position peaked at $1.75K in Q2 2023. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

Financial Gravity Asset Management reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Lincoln Electric shares in Q2 2024, an estimated $402.
Financial Gravity Asset Management first reported a position in Lincoln Electric in Q4 2022 and held it in 4 quarters.
Financial Gravity Asset Management's Lincoln Electric position peaked at $1.75K in Q2 2023.
552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.