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Sowell Financial Services’s Lincoln Electric LECO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-23
Closed -$3K – 1737
2021
Q1 		$3K Sell
23
-12
-34% -$1.43K ﹤0.01% 2742
2020
Q4 		$4K Buy
35
+23
+192% +$2.52K ﹤0.01% 2333
2020
Q3 		$1K Hold
12
– – ﹤0.01% 2392
2020
Q2 		$1K Sell
12
-33
-73% -$2.61K ﹤0.01% 2330
2020
Q1 		$3K Sell
45
-40
-47% -$3.43K ﹤0.01% 1988
2019
Q4 		$8K Buy
85
+18
+27% +$1.64K ﹤0.01% 1762
2019
Q3 		$6K Buy
+67
New +$5.64K ﹤0.01% 1694

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sowell Financial Services's LECO Position: Q2 2021 in Review

Sowell Financial Services sold out of Lincoln Electric (LECO) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in LECO in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 342 funds tracked by Wall St. Rank hold LECO as of Q2 2021.

  • Sowell Financial Services reported no remaining Lincoln Electric position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 23 Lincoln Electric shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Lincoln Electric in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Lincoln Electric position peaked at $8K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.