Schubert & Co’s Lincoln Electric LECO Stock Holding History

Schubert & Co’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 Q2	–	Sell	-35	Closed	-$5.92K	–	838
2023 Q1	$5.92K	Buy	35 +5	+17%	+$824	0.01%	387
2022 Q4	$4.33K	Hold	30	–	–	﹤0.01%	496
2022 Q3	$4K	Buy	30 +4	+15%	+$540	﹤0.01%	504
2022 Q2	$3K	Buy	26 +17	+189%	+$2.24K	﹤0.01%	608
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	770
2021 Q4	$1K	Buy	+9	New	+$1.25K	﹤0.01%	727

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

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

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

EIG

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Schubert & Co's LECO Position: Q2 2023 in Review

Schubert & Co sold out of Lincoln Electric (LECO) in Q2 2023, closing a stake of 35 shares — an estimated $5.92K sold.

Schubert & Co first reported a position in LECO in Q4 2021 and held it in 6 quarters. The position peaked at $5.92K in Q1 2023. 493 funds tracked by Wall St. Rank hold LECO as of Q2 2023.

Schubert & Co reported no remaining Lincoln Electric position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 35 Lincoln Electric shares in Q2 2023, an estimated $5.92K.
Schubert & Co first reported a position in Lincoln Electric in Q4 2021 and held it in 6 quarters.
Schubert & Co's Lincoln Electric position peaked at $5.92K in Q1 2023.
493 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.