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Intrinsic Edge Capital Management’s Lincoln Electric LECO Stock Holding History

Intrinsic Edge Capital 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
2021
Q4 		– Sell
-90,691
Closed -$11.7M – 240
2021
Q3 		$11.7M Buy
+90,691
New +$12.3M 0.81% 40
2021
Q2 		– Sell
-70,178
Closed -$8.63M – 255
2021
Q1 		$8.63M Buy
+70,178
New +$8.39M 0.59% 57

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 $27.4B AUM 24.17% 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

Intrinsic Edge Capital Management's LECO Position: Q4 2021 in Review

Intrinsic Edge Capital Management sold out of Lincoln Electric (LECO) in Q4 2021, closing a stake of 90,691 shares — an estimated $11.7M sold.

Intrinsic Edge Capital Management first reported a position in LECO in Q1 2021 and held it in 2 quarters. The position peaked at $11.7M in Q3 2021. 379 funds tracked by Wall St. Rank hold LECO as of Q4 2021.

  • Intrinsic Edge Capital Management reported no remaining Lincoln Electric position as of Q4 2021 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 90,691 Lincoln Electric shares in Q4 2021, an estimated $11.7M.
  • Intrinsic Edge Capital Management first reported a position in Lincoln Electric in Q1 2021 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Lincoln Electric position peaked at $11.7M in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2021.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.