Marathon Asset Management (UK)’s Lincoln Electric LECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-300,731	Closed	-$27.8M	–	110
2020 Q3	$27.8M	Sell	300,731 -36,845	-11%	-$3.4M	0.44%	82
2020 Q2	$28.6M	Buy	337,576 +96,089	+40%	+$7.6M	0.44%	79
2020 Q1	$16.8M	Sell	241,487 -11,458	-5%	-$982K	0.3%	89
2019 Q4	$24.6M	Sell	252,945 -19,600	-7%	-$1.78M	0.32%	84
2019 Q3	$23.8M	Sell	272,545 -16,572	-6%	-$1.39M	0.31%	85
2019 Q2	$23.9M	Buy	289,117 +25,811	+10%	+$2.15M	0.31%	87
2019 Q1	$22.2M	Buy	263,306 +26,073	+11%	+$2.21M	0.3%	86
2018 Q4	$18.8M	Buy	237,233 +15,087	+7%	+$1.25M	0.28%	93
2018 Q3	$20.8M	Sell	222,146 -4,714	-2%	-$436K	0.26%	94
2018 Q2	$20M	Buy	226,860 +448	+0.2%	+$39.9K	0.3%	88
2018 Q1	$20.5M	Buy	226,412 +8,070	+4%	+$752K	0.32%	87
2017 Q4	$20.1M	Buy	218,342 +3,413	+2%	+$312K	0.31%	86
2017 Q3	$19.8M	Sell	214,929 -3,986	-2%	-$356K	0.33%	89
2017 Q2	$20.2M	Buy	218,915 +144,222	+193%	+$13M	0.35%	83
2017 Q1	$6.51M	Sell	74,693 -2,465	-3%	-$207K	0.14%	91
2016 Q4	$5.94M	Sell	77,158 -628	-0.8%	-$45K	0.13%	95
2016 Q3	$4.89M	Sell	77,786 -4,314	-5%	-$269K	0.11%	98
2016 Q2	$4.87M	Buy	82,100 +1,511	+2%	+$91K	0.1%	93
2016 Q1	$4.74M	Buy	+80,589	New	+$4.39M	0.1%	91