Perkins Investment Management’s Lincoln Electric LECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$89.8M	Buy	1,033,839 +28,507	+3%	+$2.39M	1.11%	23
2016 Q4	$77.1M	Buy	1,005,332 +103,041	+11%	+$7.38M	0.98%	33
2016 Q3	$56.5M	Buy	902,291 +118,045	+15%	+$7.35M	0.78%	48
2016 Q2	$46.3M	Sell	784,246 -27,708	-3%	-$1.67M	0.7%	62
2016 Q1	$47.6M	Sell	811,954 -94,676	-10%	-$5.15M	0.72%	53
2015 Q4	$47M	Sell	906,630 -450,609	-33%	-$25.1M	0.69%	53
2015 Q3	$69.2M	Buy	1,357,239 +297,667	+28%	+$17.4M	1%	31
2015 Q2	$64.5M	Buy	1,059,572 +669,482	+172%	+$44.4M	0.74%	48
2015 Q1	$25.5M	Sell	390,090 -44,228	-10%	-$3M	0.26%	117
2014 Q4	$30M	Sell	434,318 -54,955	-11%	-$3.84M	0.28%	108
2014 Q3	$33.8M	Hold	489,273	–	–	0.31%	101
2014 Q2	$34.2M	Buy	489,273 +29,535	+6%	+$2M	0.28%	102
2014 Q1	$33.1M	Sell	459,738 -16,212	-3%	-$1.16M	0.25%	106
2013 Q4	$34M	Sell	475,950 -131,450	-22%	-$9.23M	0.24%	118
2013 Q3	$40.5M	Buy	607,400 +2,500	+0.4%	+$157K	0.28%	114
2013 Q2	$34.6M	Buy	+604,900	New	+$33.8M	0.23%	127