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Modera Wealth Management’s Lincoln Electric LECO Stock Holding History

Modera 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
2022
Q1 		– Sell
-1,574
Closed -$220K – 490
2021
Q4 		$220K Buy
+1,574
New +$219K 0.01% 533

Other funds holding LECO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Modera Wealth Management's LECO Position: Q1 2022 in Review

Modera Wealth Management sold out of Lincoln Electric (LECO) in Q1 2022, closing a stake of 1,574 shares — an estimated $220K sold.

Modera Wealth Management first reported a position in LECO in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 380 funds tracked by Wall St. Rank hold LECO as of Q1 2022.

  • Modera Wealth Management reported no remaining Lincoln Electric position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,574 Lincoln Electric shares in Q1 2022, an estimated $220K.
  • Modera Wealth Management first reported a position in Lincoln Electric in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Lincoln Electric position peaked at $220K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.