IP
LECO icon

Innovative Portfolios’s Lincoln Electric LECO Stock Holding History

Innovative Portfolios’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
2021
Q4 		$352K Hold
2,523
– – 0.82% 24
2021
Q3 		$352K Buy
2,523
+284
+13% +$38.6K 0.82% 24
2021
Q2 		$295K Buy
2,239
+120
+6% +$15.4K 0.79% 15
2021
Q1 		$261K Buy
+2,119
New +$253K 0.01% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Innovative Portfolios's LECO Position: Q4 2021 in Review

Innovative Portfolios held its Lincoln Electric (LECO) position steady in Q4 2021 at 2,523 shares worth $352K. The position accounts for 0.82% of the portfolio, ranked #24.

Innovative Portfolios first reported a position in LECO in Q1 2021 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold LECO as of Q4 2021.

  • Innovative Portfolios held 2,523 shares of Lincoln Electric worth $352K as of Q4 2021.
  • Innovative Portfolios left its Lincoln Electric share count unchanged in Q4 2021.
  • Lincoln Electric made up 0.82% of Innovative Portfolios's portfolio in Q4 2021, its #24 holding.
  • Innovative Portfolios first reported a position in Lincoln Electric in Q1 2021 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2021.

Based on Innovative Portfolios's 13F filing for Q4 2021, filed 3 Feb 2022.