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SII Investments’s Lincoln Electric LECO Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-2,810
Closed -$256K – 513
2017
Q3 		$256K Sell
2,810
-275
-9% -$24.6K 0.01% 506
2017
Q2 		$282K Sell
3,085
-295
-9% -$26.5K 0.02% 470
2017
Q1 		$294K Sell
3,380
-5,891
-64% -$494K 0.02% 467
2016
Q4 		$712K Sell
9,271
-295
-3% -$21.1K 0.05% 245
2016
Q3 		$599K Sell
9,566
-12,810
-57% -$798K 0.05% 268
2016
Q2 		$1.32M Sell
22,376
-330
-1% -$19.9K 0.11% 162
2016
Q1 		$1.33M Sell
22,706
-390
-2% -$21.2K 0.12% 155
2015
Q4 		$1.2M Buy
23,096
+4,423
+24% +$246K 0.15% 133
2015
Q3 		$979K Buy
18,673
+7,496
+67% +$439K 0.11% 181
2015
Q2 		$682K Buy
11,177
+3,860
+53% +$256K 0.08% 233
2015
Q1 		$478K Buy
+7,317
New +$496K 0.06% 298

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SII Investments's LECO Position: Q4 2017 in Review

SII Investments sold out of Lincoln Electric (LECO) in Q4 2017, closing a stake of 2,810 shares — an estimated $256K sold.

SII Investments first reported a position in LECO in Q1 2015 and held it in 11 quarters. The position peaked at $1.33M in Q1 2016. 346 funds tracked by Wall St. Rank hold LECO as of Q4 2017.

  • SII Investments reported no remaining Lincoln Electric position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 2,810 Lincoln Electric shares in Q4 2017, an estimated $256K.
  • SII Investments first reported a position in Lincoln Electric in Q1 2015 and held it in 11 quarters.
  • SII Investments's Lincoln Electric position peaked at $1.33M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.