Johnson Investment Counsel’s Lincoln Electric LECO Stock Holding History

Johnson Investment Counsel’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 Q3	–	Sell	-31,800	Closed	-$6M	–	819
2024 Q2	$6M	Sell	31,800 -34,753	-52%	-$7.54M	0.06%	143
2024 Q1	$17M	Sell	66,553 -1,166	-2%	-$275K	0.18%	91
2023 Q4	$14.7M	Sell	67,719 -5,680	-8%	-$1.1M	0.17%	90
2023 Q3	$13.3M	Buy	73,399 +35,904	+96%	+$6.86M	0.17%	92
2023 Q2	$7.45M	Buy	+37,495	New	+$6.53M	0.09%	122
2017 Q1	–	Sell	-7,800	Closed	-$598K	–	621
2016 Q4	$598K	Hold	7,800	–	–	0.02%	327
2016 Q3	$488K	Hold	7,800	–	–	0.02%	349
2016 Q2	$460K	Buy	7,800 +3,200	+70%	+$193K	0.02%	361
2016 Q1	$269K	Hold	4,600	–	–	0.01%	461
2015 Q4	$238K	Hold	4,600	–	–	0.01%	473
2015 Q3	$241K	Hold	4,600	–	–	0.01%	479
2015 Q2	$280K	Hold	4,600	–	–	0.01%	455
2015 Q1	$300K	Hold	4,600	–	–	0.01%	447
2014 Q4	$317K	Hold	4,600	–	–	0.01%	439
2014 Q3	$318K	Hold	4,600	–	–	0.01%	425
2014 Q2	$321K	Hold	4,600	–	–	0.01%	396
2014 Q1	$331K	Hold	4,600	–	–	0.01%	386
2013 Q4	$328K	Hold	4,600	–	–	0.01%	389
2013 Q3	$306K	Hold	4,600	–	–	0.01%	380
2013 Q2	$263K	Buy	+4,600	New	+$257K	0.01%	426

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

EIG

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Johnson Investment Counsel's LECO Position: Q3 2024 in Review

Johnson Investment Counsel sold out of Lincoln Electric (LECO) in Q3 2024, closing a stake of 31,800 shares — an estimated $6M sold.

Johnson Investment Counsel first reported a position in LECO in Q2 2013 and held it in 20 quarters. The position peaked at $17M in Q1 2024. 551 funds tracked by Wall St. Rank hold LECO as of Q3 2024.

Johnson Investment Counsel reported no remaining Lincoln Electric position as of Q3 2024 after selling out during the quarter.
Johnson Investment Counsel sold 31,800 Lincoln Electric shares in Q3 2024, an estimated $6M.
Johnson Investment Counsel first reported a position in Lincoln Electric in Q2 2013 and held it in 20 quarters.
Johnson Investment Counsel's Lincoln Electric position peaked at $17M in Q1 2024.
551 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2024.

Based on Johnson Investment Counsel's 13F filing for Q3 2024, filed 4 Nov 2024.