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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
2022
Q2 		– Sell
-37
Closed -$5K – 805
2022
Q1 		$5K Hold
37
– – ﹤0.01% 568
2021
Q4 		$5K Hold
37
– – ﹤0.01% 593
2021
Q3 		$5K Hold
37
– – ﹤0.01% 607
2021
Q2 		$5K Buy
+37
New +$4.74K ﹤0.01% 598

Other funds holding LECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
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.