Institutional & Family Asset Management’s Lincoln Electric LECO Stock Holding History

Institutional & Family Asset Management’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
2020 Q3	–	Sell	-43	Closed	-$4K	–	868
2020 Q2	$4K	Sell	43 -16	-27%	-$1.26K	﹤0.01%	611
2020 Q1	$4K	Hold	59	–	–	﹤0.01%	562
2019 Q4	$6K	Hold	59	–	–	﹤0.01%	572
2019 Q3	$5K	Hold	59	–	–	﹤0.01%	566
2019 Q2	$5K	Hold	59	–	–	﹤0.01%	601
2019 Q1	$5K	Hold	59	–	–	﹤0.01%	601
2018 Q4	$5K	Hold	59	–	–	﹤0.01%	587
2018 Q3	$6K	Hold	59	–	–	﹤0.01%	597
2018 Q2	$5K	Hold	59	–	–	﹤0.01%	615
2018 Q1	$5K	Buy	+59	New	+$5.5K	﹤0.01%	597

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Institutional & Family Asset Management's LECO Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Lincoln Electric (LECO) in Q3 2020, closing a stake of 43 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in LECO in Q1 2018 and held it in 10 quarters. The position peaked at $6K in Q4 2019. 317 funds tracked by Wall St. Rank hold LECO as of Q3 2020.

Institutional & Family Asset Management reported no remaining Lincoln Electric position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 43 Lincoln Electric shares in Q3 2020, an estimated $4K.
Institutional & Family Asset Management first reported a position in Lincoln Electric in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Lincoln Electric position peaked at $6K in Q4 2019.
317 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.