Ground Swell Capital’s Lincoln Electric LECO Stock Holding History

Ground Swell Capital’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	-1,476	Closed	-$377K	–	202
2024 Q1	$377K	Buy	+1,476	New	+$349K	0.34%	27
2014 Q3	–	Sell	-100	Closed	-$7K	–	2598
2014 Q2	$7K	Buy	+100	New	+$6.78K	0.01%	897

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

Ground Swell Capital's LECO Position: Q2 2024 in Review

Ground Swell Capital sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 1,476 shares — an estimated $377K sold.

Ground Swell Capital first reported a position in LECO in Q2 2014 and held it in 2 quarters. The position peaked at $377K in Q1 2024. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

Ground Swell Capital reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
Ground Swell Capital sold 1,476 Lincoln Electric shares in Q2 2024, an estimated $377K.
Ground Swell Capital first reported a position in Lincoln Electric in Q2 2014 and held it in 2 quarters.
Ground Swell Capital's Lincoln Electric position peaked at $377K in Q1 2024.
552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.