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Next Financial Group’s Lincoln Electric LECO Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-7
Closed -$1K – 2918
2021
Q3 		$1K Hold
7
– – ﹤0.01% 2640
2021
Q2 		$1K Buy
7
+3
+75% +$384 ﹤0.01% 2535
2021
Q1 		$0 Buy
+4
New +$478 ﹤0.01% 2594
2014
Q4 		– Sell
-8,500
Closed -$588K – 2142
2014
Q3 		$588K Buy
+8,500
New +$592K 0.12% 193

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Next Financial Group's LECO Position: Q4 2021 in Review

Next Financial Group sold out of Lincoln Electric (LECO) in Q4 2021, closing a stake of 7 shares — an estimated $1K sold.

Next Financial Group first reported a position in LECO in Q3 2014 and held it in 4 quarters. The position peaked at $588K in Q3 2014. 379 funds tracked by Wall St. Rank hold LECO as of Q4 2021.

  • Next Financial Group reported no remaining Lincoln Electric position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 7 Lincoln Electric shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Lincoln Electric in Q3 2014 and held it in 4 quarters.
  • Next Financial Group's Lincoln Electric position peaked at $588K in Q3 2014.
  • 379 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.