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Intercontinental Wealth Advisors’s Lincoln Electric LECO Stock Holding History

Intercontinental 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
2020
Q3 		– Sell
-6,552
Closed -$552K – 211
2020
Q2 		$552K Buy
6,552
+1,181
+22% +$93.4K 0.18% 97
2020
Q1 		$371K Buy
+5,371
New +$460K 0.2% 100
2019
Q2 		– Sell
-452
Closed -$38K – 420
2019
Q1 		$38K Hold
452
– – 0.02% 250
2018
Q4 		$36K Buy
+452
New +$37.5K 0.02% 248

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

Intercontinental Wealth Advisors's LECO Position: Q3 2020 in Review

Intercontinental Wealth Advisors sold out of Lincoln Electric (LECO) in Q3 2020, closing a stake of 6,552 shares — an estimated $552K sold.

Intercontinental Wealth Advisors first reported a position in LECO in Q4 2018 and held it in 4 quarters. The position peaked at $552K in Q2 2020. 317 funds tracked by Wall St. Rank hold LECO as of Q3 2020.

  • Intercontinental Wealth Advisors reported no remaining Lincoln Electric position as of Q3 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,552 Lincoln Electric shares in Q3 2020, an estimated $552K.
  • Intercontinental Wealth Advisors first reported a position in Lincoln Electric in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Lincoln Electric position peaked at $552K in Q2 2020.
  • 317 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2020, filed 19 Jan 2021.