Jacobson & Schmitt Advisors’s Lincoln Electric LECO Stock Holding History

Jacobson & Schmitt 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
2024 Q1	–	Sell	-31,376	Closed	-$6.82M	–	60
2023 Q4	$6.82M	Buy	31,376 +273	+0.9%	+$52.7K	1.73%	28
2023 Q3	$5.65M	Sell	31,103 -447	-1%	-$85.4K	1.61%	27
2023 Q2	$6.27M	Sell	31,550 -27,829	-47%	-$4.85M	1.78%	27
2023 Q1	$10M	Sell	59,379 -20,172	-25%	-$3.32M	2.88%	17
2022 Q4	$10M	Hold	79,551	–	–	3.2%	14
2022 Q3	$10M	Buy	79,551 +2,106	+3%	+$284K	3.2%	14
2022 Q2	$9.55M	Buy	77,445 +2,005	+3%	+$264K	2.98%	15
2022 Q1	$10.4M	Buy	75,440 +3,325	+5%	+$435K	2.7%	19
2021 Q4	$10.1M	Buy	72,115 +4,716	+7%	+$657K	2.44%	18
2021 Q3	$8.68M	Buy	67,399 +5,610	+9%	+$763K	2.39%	22
2021 Q2	$8.14M	Buy	61,789 +1,444	+2%	+$185K	2.3%	23
2021 Q1	$7.42M	Buy	+60,345	New	+$7.21M	2.4%	22

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Jacobson & Schmitt Advisors's LECO Position: Q1 2024 in Review

Jacobson & Schmitt Advisors sold out of Lincoln Electric (LECO) in Q1 2024, closing a stake of 31,376 shares — an estimated $6.82M sold.

Jacobson & Schmitt Advisors first reported a position in LECO in Q1 2021 and held it in 12 quarters. The position peaked at $10.4M in Q1 2022. 586 funds tracked by Wall St. Rank hold LECO as of Q1 2024.

Jacobson & Schmitt Advisors reported no remaining Lincoln Electric position as of Q1 2024 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 31,376 Lincoln Electric shares in Q1 2024, an estimated $6.82M.
Jacobson & Schmitt Advisors first reported a position in Lincoln Electric in Q1 2021 and held it in 12 quarters.
Jacobson & Schmitt Advisors's Lincoln Electric position peaked at $10.4M in Q1 2022.
586 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2024.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2024, filed 8 May 2024.