New England Research & Management’s Lincoln Electric LECO Stock Holding History

New England Research & 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
2018 Q3	–	Sell	-5,400	Closed	-$474K	–	170
2018 Q2	$474K	Buy	+5,400	New	+$481K	0.31%	114
2015 Q2	–	Sell	-3,825	Closed	-$250K	–	182
2015 Q1	$250K	Hold	3,825	–	–	0.21%	147
2014 Q4	$264K	Sell	3,825 -425	-10%	-$29.7K	0.23%	151
2014 Q3	$294K	Sell	4,250 -5,200	-55%	-$362K	0.26%	137
2014 Q2	$660K	Buy	+9,450	New	+$641K	0.59%	73

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

New England Research & Management's LECO Position: Q3 2018 in Review

New England Research & Management sold out of Lincoln Electric (LECO) in Q3 2018, closing a stake of 5,400 shares — an estimated $474K sold.

New England Research & Management first reported a position in LECO in Q2 2014 and held it in 5 quarters. The position peaked at $660K in Q2 2014. 333 funds tracked by Wall St. Rank hold LECO as of Q3 2018.

New England Research & Management reported no remaining Lincoln Electric position as of Q3 2018 after selling out during the quarter.
New England Research & Management sold 5,400 Lincoln Electric shares in Q3 2018, an estimated $474K.
New England Research & Management first reported a position in Lincoln Electric in Q2 2014 and held it in 5 quarters.
New England Research & Management's Lincoln Electric position peaked at $660K in Q2 2014.
333 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2018.

Based on New England Research & Management's 13F filing for Q3 2018, filed 3 Oct 2018.