InceptionR’s Lincoln Electric LECO Stock Holding History

InceptionR’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	-1,362	Closed	-$348K	–	739
2024 Q1	$348K	Buy	+1,362	New	+$322K	0.09%	382
2023 Q4	–	Sell	-1,833	Closed	-$333K	–	459
2023 Q3	$333K	Buy	+1,833	New	+$350K	0.19%	236
2023 Q2	–	Sell	-5,842	Closed	-$988K	–	536
2023 Q1	$988K	Buy	5,842 +3,491	+148%	+$575K	0.32%	110
2022 Q4	$340K	Buy	+2,351	New	+$330K	0.18%	247

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

InceptionR's LECO Position: Q2 2024 in Review

InceptionR sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 1,362 shares — an estimated $348K sold.

InceptionR first reported a position in LECO in Q4 2022 and held it in 4 quarters. The position peaked at $988K in Q1 2023. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

InceptionR reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
InceptionR sold 1,362 Lincoln Electric shares in Q2 2024, an estimated $348K.
InceptionR first reported a position in Lincoln Electric in Q4 2022 and held it in 4 quarters.
InceptionR's Lincoln Electric position peaked at $988K in Q1 2023.
552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on InceptionR's 13F filing for Q2 2024, filed 13 Aug 2024.