Sugarloaf Wealth Management’s Lincoln Electric LECO Stock Holding History

Sugarloaf 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 Q4	$6.94K	Hold	37	–	–	﹤0.01%	542
2024 Q3	$7.11K	Hold	37	–	–	﹤0.01%	533
2024 Q2	$6.98K	Hold	37	–	–	﹤0.01%	510
2024 Q1	$9.45K	Hold	37	–	–	﹤0.01%	489
2023 Q4	$8.05K	Hold	37	–	–	﹤0.01%	508
2023 Q3	$6.73K	Hold	37	–	–	﹤0.01%	510
2023 Q2	$7.35K	Hold	37	–	–	﹤0.01%	510
2023 Q1	$6.26K	Hold	37	–	–	﹤0.01%	528
2022 Q4	$5.35K	Hold	37	–	–	﹤0.01%	574
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	622
2022 Q2	$5K	Buy	+37	New	+$4.87K	﹤0.01%	610
2021 Q2	–	Sell	-37	Closed	-$4.74K	–	774
2021 Q1	$5	Hold	37	–	–	﹤0.01%	589
2020 Q4	$4K	Hold	37	–	–	﹤0.01%	575
2020 Q3	$3K	Hold	37	–	–	﹤0.01%	577
2020 Q2	$3K	Hold	37	–	–	﹤0.01%	570
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	567
2019 Q4	$4K	Buy	+37	New	+$3.37K	﹤0.01%	571

Other funds holding LECO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

EIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's LECO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Lincoln Electric (LECO) position steady in Q4 2024 at 37 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Sugarloaf Wealth Management first reported a position in LECO in Q4 2019 and has held it in 17 quarters since. The position peaked at $9.45K in Q1 2024. 549 funds tracked by Wall St. Rank hold LECO as of Q4 2024.

Sugarloaf Wealth Management held 37 shares of Lincoln Electric worth $6.94K as of Q4 2024.
Sugarloaf Wealth Management left its Lincoln Electric share count unchanged in Q4 2024.
Lincoln Electric made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #542 holding.
Sugarloaf Wealth Management first reported a position in Lincoln Electric in Q4 2019 and has held it in 17 quarters since.
Sugarloaf Wealth Management's Lincoln Electric position peaked at $9.45K in Q1 2024.
549 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.