IBEX Wealth Advisors’s Lincoln Electric LECO Stock Holding History

IBEX Wealth Advisors’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	-1,017	Closed	-$192K	–	187
2024 Q2	$192K	Buy	+1,017	New	+$221K	0.03%	132

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

IBEX Wealth Advisors's LECO Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Lincoln Electric (LECO) in Q3 2024, closing a stake of 1,017 shares — an estimated $192K sold.

IBEX Wealth Advisors first reported a position in LECO in Q2 2024 and held it in 1 quarter. The position peaked at $192K in Q2 2024. 551 funds tracked by Wall St. Rank hold LECO as of Q3 2024.

IBEX Wealth Advisors reported no remaining Lincoln Electric position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 1,017 Lincoln Electric shares in Q3 2024, an estimated $192K.
IBEX Wealth Advisors first reported a position in Lincoln Electric in Q2 2024 and held it in 1 quarter.
IBEX Wealth Advisors's Lincoln Electric position peaked at $192K in Q2 2024.
551 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.