LA
LECO icon

Lucus Advisors’s Lincoln Electric LECO Stock Holding History

Lucus 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
2016
Q4 		– Sell
-6,300
Closed -$395K – 108
2016
Q3 		$395K Buy
+6,300
New +$392K 0.34% 113
2016
Q2 		– Sell
-8,968
Closed -$525K – 280
2016
Q1 		$525K Buy
8,968
+872
+11% +$47.5K 0.31% 81
2015
Q4 		$420K Buy
8,096
+155
+2% +$8.63K 0.26% 144
2015
Q3 		$416K Buy
7,941
+149
+2% +$8.73K 0.23% 248
2015
Q2 		$474K Buy
7,792
+167
+2% +$11.1K 0.23% 261
2015
Q1 		$499K Buy
7,625
+1,091
+17% +$73.9K 0.26% 159
2014
Q4 		$451K Buy
+6,534
New +$456K 0.2% 223

Other funds holding LECO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lucus Advisors's LECO Position: Q4 2016 in Review

Lucus Advisors sold out of Lincoln Electric (LECO) in Q4 2016, closing a stake of 6,300 shares — an estimated $395K sold.

Lucus Advisors first reported a position in LECO in Q4 2014 and held it in 7 quarters. The position peaked at $525K in Q1 2016. 273 funds tracked by Wall St. Rank hold LECO as of Q4 2016.

  • Lucus Advisors reported no remaining Lincoln Electric position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 6,300 Lincoln Electric shares in Q4 2016, an estimated $395K.
  • Lucus Advisors first reported a position in Lincoln Electric in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's Lincoln Electric position peaked at $525K in Q1 2016.
  • 273 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.