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Shakespeare Wealth Management’s Lincoln Electric LECO Stock Holding History

Shakespeare Wealth Management’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
-812
Closed -$207K – 93
2024
Q1 		$207K Buy
+812
New +$192K 0.06% 84

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Shakespeare Wealth Management's LECO Position: Q2 2024 in Review

Shakespeare Wealth Management sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 812 shares — an estimated $207K sold.

Shakespeare Wealth Management first reported a position in LECO in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

  • Shakespeare Wealth Management reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
  • Shakespeare Wealth Management sold 812 Lincoln Electric shares in Q2 2024, an estimated $207K.
  • Shakespeare Wealth Management first reported a position in Lincoln Electric in Q1 2024 and held it in 1 quarter.
  • Shakespeare Wealth Management's Lincoln Electric position peaked at $207K in Q1 2024.
  • 552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Shakespeare Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.