Michael J. Puzo’s Lincoln Electric LECO Stock Holding History

Michael J. Puzo’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
2017 Q4	–	Sell	-2,200	Closed	-$202K	–	82
2017 Q3	$202K	Hold	2,200	–	–	0.11%	76
2017 Q2	$203K	Buy	+2,200	New	+$198K	0.11%	74
2015 Q4	–	Sell	-2,595	Closed	-$136K	–	95
2015 Q3	$136K	Hold	2,595	–	–	0.1%	86
2015 Q2	$158K	Hold	2,595	–	–	0.1%	88
2015 Q1	$170K	Buy	+2,595	New	+$176K	0.11%	90

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Michael J. Puzo's LECO Position: Q4 2017 in Review

Michael J. Puzo sold out of Lincoln Electric (LECO) in Q4 2017, closing a stake of 2,200 shares — an estimated $202K sold.

Michael J. Puzo first reported a position in LECO in Q1 2015 and held it in 5 quarters. The position peaked at $203K in Q2 2017. 346 funds tracked by Wall St. Rank hold LECO as of Q4 2017.

Michael J. Puzo reported no remaining Lincoln Electric position as of Q4 2017 after selling out during the quarter.
Michael J. Puzo sold 2,200 Lincoln Electric shares in Q4 2017, an estimated $202K.
Michael J. Puzo first reported a position in Lincoln Electric in Q1 2015 and held it in 5 quarters.
Michael J. Puzo's Lincoln Electric position peaked at $203K in Q2 2017.
346 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2017.

Based on Michael J. Puzo's 13F filing for Q4 2017, filed 2 Feb 2018.