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JP Morgan Private Wealth Advisors’s Lincoln Electric LECO Stock Holding History

JP Morgan Private 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
2023
Q3 		$2.11M Sell
11,595
-2,043
-15% -$390K 0.01% 715
2023
Q2 		$2.71M Sell
13,638
-1,404
-9% -$245K 0.01% 477
2023
Q1 		$2.54M Sell
15,042
-358
-2% -$59K 0.01% 784
2022
Q4 		$2.23M Buy
15,400
+2,946
+24% +$413K 0.01% 806
2022
Q3 		$1.57M Buy
12,454
+2,890
+30% +$390K ﹤0.01% 932
2022
Q2 		$1.18M Buy
9,564
+535
+6% +$70.5K ﹤0.01% 1050
2022
Q1 		$1.24M Buy
9,029
+3,306
+58% +$433K ﹤0.01% 1107
2021
Q4 		$798K Buy
5,723
+564
+11% +$78.5K ﹤0.01% 1354
2021
Q3 		$664K Buy
5,159
+629
+14% +$85.6K ﹤0.01% 1395
2021
Q2 		$597K Buy
+4,530
New +$580K ﹤0.01% 1413
2020
Q3 		– Sell
-5,129
Closed -$432K – 1611
2020
Q2 		$432K Sell
5,129
-343
-6% -$27.1K ﹤0.01% 1166
2020
Q1 		$378K Buy
5,472
+363
+7% +$31.1K ﹤0.01% 1044
2019
Q4 		$494K Buy
5,109
+613
+14% +$55.8K ﹤0.01% 1059
2019
Q3 		$390K Buy
4,496
+469
+12% +$39.5K ﹤0.01% 1089
2019
Q2 		$332K Sell
4,027
-529
-12% -$44K ﹤0.01% 1112
2019
Q1 		$382K Buy
4,556
+1,186
+35% +$101K ﹤0.01% 1117
2018
Q4 		$266K Sell
3,370
-1,321
-28% -$110K ﹤0.01% 1226
2018
Q3 		$438K Sell
4,691
-137
-3% -$12.7K ﹤0.01% 1120
2018
Q2 		$424K Buy
4,828
+43
+0.9% +$3.83K ﹤0.01% 1072
2018
Q1 		$430K Buy
4,785
+315
+7% +$29.3K ﹤0.01% 919
2017
Q4 		$409K Buy
4,470
+16
+0.4% +$1.46K ﹤0.01% 941
2017
Q3 		$408K Sell
4,454
-3
-0.1% -$268 ﹤0.01% 922
2017
Q2 		$410K Buy
4,457
+165
+4% +$14.8K ﹤0.01% 900
2017
Q1 		$373K Buy
+4,292
New +$360K ﹤0.01% 977

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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 $178B AUM 37.23% 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 $30.4B AUM 27.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LECO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Lincoln Electric (LECO) stake by 15% in Q3 2023, selling an estimated $390K and leaving 11,595 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #715.

JP Morgan Private Wealth Advisors first reported a position in LECO in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.71M in Q2 2023. 506 funds tracked by Wall St. Rank hold LECO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,595 shares of Lincoln Electric worth $2.11M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,043 Lincoln Electric shares in Q3 2023, an estimated $390K.
  • Lincoln Electric made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #715 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Lincoln Electric in Q1 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Lincoln Electric position peaked at $2.71M in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.