IWP
LECO icon

Icon Wealth Partners’s Lincoln Electric LECO Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-225
Closed -$19K – 499
2019
Q1 		$19K Buy
+225
New +$19.1K 0.01% 566
2018
Q3 		– Sell
-204
Closed -$18K – 524
2018
Q2 		$18K Buy
+204
New +$18.2K 0.01% 610
2018
Q1 		– Sell
-193
Closed -$18K – 520
2017
Q4 		$18K Buy
+193
New +$17.6K 0.01% 629

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Icon Wealth Partners's LECO Position: Q2 2019 in Review

Icon Wealth Partners sold out of Lincoln Electric (LECO) in Q2 2019, closing a stake of 225 shares — an estimated $19K sold.

Icon Wealth Partners first reported a position in LECO in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 337 funds tracked by Wall St. Rank hold LECO as of Q2 2019.

  • Icon Wealth Partners reported no remaining Lincoln Electric position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 225 Lincoln Electric shares in Q2 2019, an estimated $19K.
  • Icon Wealth Partners first reported a position in Lincoln Electric in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Lincoln Electric position peaked at $19K in Q1 2019.
  • 337 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.