Pathstone Family Office’s Lincoln Electric LECO Stock Holding History

Pathstone Family Office’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
2023 Q3	$937K	Buy	5,144 +1,850	+56%	+$353K	0.01%	742
2023 Q2	$657K	Buy	3,294 +9	+0.3%	+$1.57K	0.01%	635
2023 Q1	$557K	Sell	3,285 -3,949	-55%	-$651K	0.01%	638
2022 Q4	$910K	Sell	7,234 -1,678	-19%	-$235K	0.02%	476
2022 Q3	$1.12M	Sell	8,912 -651	-7%	-$87.8K	0.02%	365
2022 Q2	$1.18M	Buy	9,563 +24	+0.3%	+$3.16K	0.03%	308
2022 Q1	$1.45M	Buy	9,539 +17	+0.2%	+$2.23K	0.03%	240
2021 Q4	$1.33M	Buy	9,522 +4	+0%	+$557	0.03%	261
2021 Q3	$1.23M	Buy	9,518 +1,488	+19%	+$202K	0.04%	240
2021 Q2	$1.06M	Buy	8,030 +2,152	+37%	+$276K	0.03%	257
2021 Q1	$726K	Buy	+5,878	New	+$702K	0.02%	268

Other funds holding LECO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pathstone Family Office's LECO Position: Q3 2023 in Review

Pathstone Family Office increased its Lincoln Electric (LECO) stake by 56% in Q3 2023, buying an estimated $353K and bringing the position to 5,144 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #742.

Pathstone Family Office first reported a position in LECO in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2022. 506 funds tracked by Wall St. Rank hold LECO as of Q3 2023.

Pathstone Family Office held 5,144 shares of Lincoln Electric worth $937K as of Q3 2023.
Pathstone Family Office bought 1,850 Lincoln Electric shares in Q3 2023, an estimated $353K.
Lincoln Electric made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #742 holding.
Pathstone Family Office first reported a position in Lincoln Electric in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Lincoln Electric position peaked at $1.45M in Q1 2022.
506 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.