Great Diamond Partners’s Lincoln Electric LECO Stock Holding History

Great Diamond Partners’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 Q3	–	Sell	-4,148	Closed	-$782K	–	210
2024 Q2	$782K	Buy	4,148 +94	+2%	+$20.4K	0.18%	103
2024 Q1	$1.04M	Buy	4,054 +118	+3%	+$27.9K	0.24%	93
2023 Q4	$856K	Buy	3,936 +241	+7%	+$46.5K	0.21%	98
2023 Q3	$672K	Buy	3,695 +97	+3%	+$18.5K	0.18%	113
2023 Q2	$715K	Buy	3,598 +50	+1%	+$8.71K	0.19%	106
2023 Q1	$600K	Buy	+3,548	New	+$585K	0.17%	114

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

Norges Bank Oslo, Norway $935B AUM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Great Diamond Partners's LECO Position: Q3 2024 in Review

Great Diamond Partners sold out of Lincoln Electric (LECO) in Q3 2024, closing a stake of 4,148 shares — an estimated $782K sold.

Great Diamond Partners first reported a position in LECO in Q1 2023 and held it in 6 quarters. The position peaked at $1.04M in Q1 2024. 551 funds tracked by Wall St. Rank hold LECO as of Q3 2024.

Great Diamond Partners reported no remaining Lincoln Electric position as of Q3 2024 after selling out during the quarter.
Great Diamond Partners sold 4,148 Lincoln Electric shares in Q3 2024, an estimated $782K.
Great Diamond Partners first reported a position in Lincoln Electric in Q1 2023 and held it in 6 quarters.
Great Diamond Partners's Lincoln Electric position peaked at $1.04M in Q1 2024.
551 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2024.

Based on Great Diamond Partners's 13F filing for Q3 2024, filed 25 Oct 2024.