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Oakwood Capital Management’s Lincoln Electric LECO Stock Holding History

Oakwood Capital 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
2015
Q3 		– Sell
-8,000
Closed -$487K – 93
2015
Q2 		$487K Buy
+8,000
New +$530K 0.13% 69

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Oakwood Capital Management's LECO Position: Q3 2015 in Review

Oakwood Capital Management sold out of Lincoln Electric (LECO) in Q3 2015, closing a stake of 8,000 shares — an estimated $487K sold.

Oakwood Capital Management first reported a position in LECO in Q2 2015 and held it in 1 quarter. The position peaked at $487K in Q2 2015. 283 funds tracked by Wall St. Rank hold LECO as of Q3 2015.

  • Oakwood Capital Management reported no remaining Lincoln Electric position as of Q3 2015 after selling out during the quarter.
  • Oakwood Capital Management sold 8,000 Lincoln Electric shares in Q3 2015, an estimated $487K.
  • Oakwood Capital Management first reported a position in Lincoln Electric in Q2 2015 and held it in 1 quarter.
  • Oakwood Capital Management's Lincoln Electric position peaked at $487K in Q2 2015.
  • 283 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2015.

Based on Oakwood Capital Management's 13F filing for Q3 2015, filed 16 Oct 2015.