Optimal Asset Management’s Lincoln Electric LECO Stock Holding History

Optimal Asset 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
2021 Q3	$4.11M	Buy	31,927 +20	+0.1%	+$2.72K	0.51%	58
2021 Q2	$4.2M	Hold	31,907	–	–	0.5%	64
2021 Q1	$3.92M	Buy	31,907 +15,400	+93%	+$1.84M	0.51%	62
2020 Q4	$1.92M	Hold	16,507	–	–	0.27%	124
2020 Q3	$1.52M	Buy	16,507 +8,296	+101%	+$765K	0.22%	149
2020 Q2	$692K	Buy	8,211 +1,811	+28%	+$143K	0.11%	280
2020 Q1	$442	Buy	+6,400	New	+$549K	0.04%	370

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ATO

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Optimal Asset Management's LECO Position: Q3 2021 in Review

Optimal Asset Management increased its Lincoln Electric (LECO) stake by 0.06% in Q3 2021, buying an estimated $2.72K and bringing the position to 31,927 shares worth $4.11M. The position accounts for 0.51% of the portfolio, ranked #58.

Optimal Asset Management first reported a position in LECO in Q1 2020 and has held it in 7 quarters since. The position peaked at $4.2M in Q2 2021. 363 funds tracked by Wall St. Rank hold LECO as of Q3 2021.

Optimal Asset Management held 31,927 shares of Lincoln Electric worth $4.11M as of Q3 2021.
Optimal Asset Management bought 20 Lincoln Electric shares in Q3 2021, an estimated $2.72K.
Lincoln Electric made up 0.51% of Optimal Asset Management's portfolio in Q3 2021, its #58 holding.
Optimal Asset Management first reported a position in Lincoln Electric in Q1 2020 and has held it in 7 quarters since.
Optimal Asset Management's Lincoln Electric position peaked at $4.2M in Q2 2021.
363 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.