Lifestyle Asset Management’s Lincoln Electric LECO Stock Holding History

Lifestyle Asset Management’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	-4,618	Closed	-$871K	–	113
2024 Q2	$871K	Sell	4,618 -541	-10%	-$117K	0.5%	45
2024 Q1	$1.32M	Sell	5,159 -1,209	-19%	-$286K	0.78%	26
2023 Q4	$1.38M	Sell	6,368 -87	-1%	-$16.8K	0.77%	21
2023 Q3	$1.17M	Sell	6,455 -131	-2%	-$25K	0.71%	23
2023 Q2	$1.31M	Sell	6,586 -76	-1%	-$13.2K	0.79%	18
2023 Q1	$1.13M	Buy	+6,662	New	+$1.1M	0.75%	24

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

Lifestyle Asset Management's LECO Position: Q3 2024 in Review

Lifestyle Asset Management sold out of Lincoln Electric (LECO) in Q3 2024, closing a stake of 4,618 shares — an estimated $871K sold.

Lifestyle Asset Management first reported a position in LECO in Q1 2023 and held it in 6 quarters. The position peaked at $1.38M in Q4 2023. 551 funds tracked by Wall St. Rank hold LECO as of Q3 2024.

Lifestyle Asset Management reported no remaining Lincoln Electric position as of Q3 2024 after selling out during the quarter.
Lifestyle Asset Management sold 4,618 Lincoln Electric shares in Q3 2024, an estimated $871K.
Lifestyle Asset Management first reported a position in Lincoln Electric in Q1 2023 and held it in 6 quarters.
Lifestyle Asset Management's Lincoln Electric position peaked at $1.38M in Q4 2023.
551 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2024.

Based on Lifestyle Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.