Outlook Wealth Advisors’s Lincoln Electric LECO Stock Holding History

Outlook Wealth Advisors’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
2024 Q2	–	Sell	-3,185	Closed	-$814K	–	274
2024 Q1	$814K	Sell	3,185 -350	-10%	-$82.7K	0.25%	79
2023 Q4	$769K	Sell	3,535 -812	-19%	-$157K	0.27%	76
2023 Q3	$790K	Buy	+4,347	New	+$830K	0.3%	77

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Outlook Wealth Advisors's LECO Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 3,185 shares — an estimated $814K sold.

Outlook Wealth Advisors first reported a position in LECO in Q3 2023 and held it in 3 quarters. The position peaked at $814K in Q1 2024. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

Outlook Wealth Advisors reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 3,185 Lincoln Electric shares in Q2 2024, an estimated $814K.
Outlook Wealth Advisors first reported a position in Lincoln Electric in Q3 2023 and held it in 3 quarters.
Outlook Wealth Advisors's Lincoln Electric position peaked at $814K in Q1 2024.
552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.