JGUA
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John G. Ullman & Associates’s Lincoln Electric LECO Stock Holding History

John G. Ullman & Associates’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
2023
Q3 		– Sell
-3,100
Closed -$616K – 180
2023
Q2 		$616K Sell
3,100
-19,550
-86% -$3.41M 0.1% 121
2023
Q1 		$3.83M Sell
22,650
-200
-0.9% -$33K 0.6% 50
2022
Q4 		$3.3M Sell
22,850
-150
-0.7% -$21K 0.53% 51
2022
Q3 		$2.89M Buy
23,000
+3,213
+16% +$434K 0.51% 54
2022
Q2 		$2.44M Buy
19,787
+1,350
+7% +$178K 0.39% 66
2022
Q1 		$2.54M Buy
18,437
+14,700
+393% +$1.92M 0.35% 65
2021
Q4 		$521K Buy
3,737
+1,537
+70% +$214K 0.07% 115
2021
Q3 		$283K Buy
+2,200
New +$299K 0.04% 140

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return