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Lyons Wealth Management’s Lincoln Electric LECO Stock Holding History

Lyons Wealth 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
2015
Q4 		– Sell
-14,372
Closed -$751K – 80
2015
Q3 		$751K Sell
14,372
-319
-2% -$18.7K 0.96% 27
2015
Q2 		$893K Buy
+14,691
New +$973K 1.02% 28

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lyons Wealth Management's LECO Position: Q4 2015 in Review

Lyons Wealth Management sold out of Lincoln Electric (LECO) in Q4 2015, closing a stake of 14,372 shares — an estimated $751K sold.

Lyons Wealth Management first reported a position in LECO in Q2 2015 and held it in 2 quarters. The position peaked at $893K in Q2 2015. 262 funds tracked by Wall St. Rank hold LECO as of Q4 2015.

  • Lyons Wealth Management reported no remaining Lincoln Electric position as of Q4 2015 after selling out during the quarter.
  • Lyons Wealth Management sold 14,372 Lincoln Electric shares in Q4 2015, an estimated $751K.
  • Lyons Wealth Management first reported a position in Lincoln Electric in Q2 2015 and held it in 2 quarters.
  • Lyons Wealth Management's Lincoln Electric position peaked at $893K in Q2 2015.
  • 262 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2015.

Based on Lyons Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.