Lee Financial’s Lincoln Electric LECO Stock Holding History

Lee Financial’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	-85	Closed	-$18.5K	–	533
2023 Q4	$18.5K	Sell	85 -20	-19%	-$3.86K	﹤0.01%	331
2023 Q3	$19.1K	Hold	105	–	–	﹤0.01%	304
2023 Q2	$20.9K	Hold	105	–	–	﹤0.01%	294
2023 Q1	$17.8K	Sell	105 -3	-3%	-$494	﹤0.01%	326
2022 Q4	$15.6K	Buy	108 +35	+48%	+$4.91K	﹤0.01%	395
2022 Q3	$9K	Buy	73 +70	+2,333%	+$9.45K	﹤0.01%	458
2022 Q2	$0	Buy	+3	New	+$395	﹤0.01%	923
2019 Q3	–	Sell	-100	Closed	-$8K	–	524
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	388
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	371
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	318
2018 Q3	$9K	Hold	100	–	–	﹤0.01%	347
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	505
2018 Q1	$9K	Hold	100	–	–	﹤0.01%	498
2017 Q4	$9K	Hold	100	–	–	﹤0.01%	355
2017 Q3	$9K	Sell	100 -5	-5%	-$446	﹤0.01%	352
2017 Q2	$10K	Hold	105	–	–	﹤0.01%	322
2017 Q1	$9K	Hold	105	–	–	﹤0.01%	292
2016 Q4	$8K	Buy	+105	New	+$7.52K	﹤0.01%	324

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 $27.4B AUM 24.17% 1-Year Est. Return

Lee Financial's LECO Position: Q1 2024 in Review

Lee Financial sold out of Lincoln Electric (LECO) in Q1 2024, closing a stake of 85 shares — an estimated $18.5K sold.

Lee Financial first reported a position in LECO in Q4 2016 and held it in 18 quarters. The position peaked at $20.9K in Q2 2023. 585 funds tracked by Wall St. Rank hold LECO as of Q1 2024.

Lee Financial reported no remaining Lincoln Electric position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 85 Lincoln Electric shares in Q1 2024, an estimated $18.5K.
Lee Financial first reported a position in Lincoln Electric in Q4 2016 and held it in 18 quarters.
Lee Financial's Lincoln Electric position peaked at $20.9K in Q2 2023.
585 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.