Perkins Investment Management’s Lincoln Electric LECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$89.8M Buy
1,033,839
+28,507
+3% +$2.48M 1.11% 23
2016
Q4
$77.1M Buy
1,005,332
+103,041
+11% +$7.9M 0.98% 33
2016
Q3
$56.5M Buy
902,291
+118,045
+15% +$7.39M 0.78% 48
2016
Q2
$46.3M Sell
784,246
-27,708
-3% -$1.64M 0.7% 62
2016
Q1
$47.6M Sell
811,954
-94,676
-10% -$5.55M 0.72% 53
2015
Q4
$47M Sell
906,630
-450,609
-33% -$23.4M 0.69% 53
2015
Q3
$69.2M Buy
1,357,239
+297,667
+28% +$15.2M 1% 31
2015
Q2
$64.5M Buy
1,059,572
+669,482
+172% +$40.8M 0.74% 48
2015
Q1
$25.5M Sell
390,090
-44,228
-10% -$2.89M 0.26% 117
2014
Q4
$30M Sell
434,318
-54,955
-11% -$3.8M 0.28% 108
2014
Q3
$33.8M Hold
489,273
0.31% 101
2014
Q2
$34.2M Buy
489,273
+29,535
+6% +$2.06M 0.28% 102
2014
Q1
$33.1M Sell
459,738
-16,212
-3% -$1.17M 0.25% 106
2013
Q4
$34M Sell
475,950
-131,450
-22% -$9.38M 0.24% 118
2013
Q3
$40.5M Buy
607,400
+2,500
+0.4% +$167K 0.28% 114
2013
Q2
$34.6M Buy
+604,900
New +$34.6M 0.23% 127