Marshall Wace’s Lincoln Electric LECO Stock Holding History

Marshall Wace’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 Q4	–	Sell	-37,986	Closed	-$7.29M	–	2815
2024 Q3	$7.29M	Sell	37,986 -18,923	-33%	-$3.63M	0.01%	871
2024 Q2	$10.7M	Buy	56,909 +36,609	+180%	+$7.95M	0.01%	701
2024 Q1	$5.19M	Buy	+20,300	New	+$4.79M	0.01%	986
2023 Q4	–	Sell	-101,269	Closed	-$18.4M	–	2419
2023 Q3	$18.4M	Sell	101,269 -105,941	-51%	-$20.2M	0.04%	463
2023 Q2	$41.2M	Buy	+207,210	New	+$36.1M	0.08%	267
2022 Q1	–	Sell	-4,177	Closed	-$582K	–	3701
2021 Q4	$582K	Buy	+4,177	New	+$582K	﹤0.01%	2726
2021 Q2	–	Sell	-1,825	Closed	-$224K	–	2870
2021 Q1	$224K	Buy	+1,825	New	+$218K	﹤0.01%	2224
2019 Q2	–	Sell	-9	Closed	-$1K	–	1615
2019 Q1	$1K	Buy	+9	New	+$764	﹤0.01%	1663
2018 Q4	–	Sell	-342,309	Closed	-$32M	–	1704
2018 Q3	$32M	Buy	+342,309	New	+$31.7M	0.27%	98
2016 Q3	–	Sell	-3,895	Closed	-$230K	–	1046
2016 Q2	$230K	Sell	3,895 -94,331	-96%	-$5.68M	﹤0.01%	926
2016 Q1	$5.75M	Buy	+98,226	New	+$5.35M	0.06%	318
2014 Q3	–	Sell	-5,000	Closed	-$349K	–	960
2014 Q2	$349K	Buy	+5,000	New	+$339K	0.01%	719

Other funds holding LECO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's LECO Position: Q4 2024 in Review

Marshall Wace sold out of Lincoln Electric (LECO) in Q4 2024, closing a stake of 37,986 shares — an estimated $7.29M sold.

Marshall Wace first reported a position in LECO in Q2 2014 and held it in 12 quarters. The position peaked at $41.2M in Q2 2023. 549 funds tracked by Wall St. Rank hold LECO as of Q4 2024.

Marshall Wace reported no remaining Lincoln Electric position as of Q4 2024 after selling out during the quarter.
Marshall Wace sold 37,986 Lincoln Electric shares in Q4 2024, an estimated $7.29M.
Marshall Wace first reported a position in Lincoln Electric in Q2 2014 and held it in 12 quarters.
Marshall Wace's Lincoln Electric position peaked at $41.2M in Q2 2023.
549 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.