Sutton Wealth Advisors’s Lincoln Electric LECO Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$8.5M	Hold	46,770	–	–	4.18%	4
2023 Q2	$9.29M	Sell	46,770 -1,029	-2%	-$179K	4.5%	4
2023 Q1	$8.08M	Sell	47,799 -2,643	-5%	-$436K	4.32%	4
2022 Q4	$7.29M	Hold	50,442	–	–	2.78%	4
2022 Q3	$6.34M	Sell	50,442 -415	-0.8%	-$56K	2.58%	5
2022 Q2	$6.27M	Hold	50,857	–	–	2.49%	9
2022 Q1	$7.01M	Sell	50,857 -729	-1%	-$95.5K	2.41%	6
2021 Q4	$7.19M	Sell	51,586 -732	-1%	-$102K	2.4%	6
2021 Q3	$6.74M	Hold	52,318	–	–	2.49%	7
2021 Q2	$6.89M	Hold	52,318	–	–	2.52%	6
2021 Q1	$6.43M	Sell	52,318 -1,242	-2%	-$148K	2.53%	6
2020 Q4	$6.23M	Sell	53,560 -1,592	-3%	-$174K	2.64%	6
2020 Q3	$5.08M	Sell	55,152 -2,395	-4%	-$221K	2.46%	6
2020 Q2	$4.85M	Hold	57,547	–	–	2.54%	7
2020 Q1	$3.97M	Sell	57,547 -3,013	-5%	-$258K	2.5%	7
2019 Q4	$5.86M	Hold	60,560	–	–	3%	6
2019 Q3	$5.25M	Hold	60,560	–	–	2.93%	6
2019 Q2	$4.99M	Hold	60,560	–	–	2.86%	6
2019 Q1	$5.08M	Hold	60,560	–	–	2.97%	6
2018 Q4	$4.78M	Buy	+60,560	New	+$5.03M	3.08%	5

Other funds holding LECO

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's LECO Position: Q3 2023 in Review

Sutton Wealth Advisors held its Lincoln Electric (LECO) position steady in Q3 2023 at 46,770 shares worth $8.5M. The position accounts for 4.18% of the portfolio, ranked #4.

Sutton Wealth Advisors first reported a position in LECO in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.29M in Q2 2023. 506 funds tracked by Wall St. Rank hold LECO as of Q3 2023.

Sutton Wealth Advisors held 46,770 shares of Lincoln Electric worth $8.5M as of Q3 2023.
Sutton Wealth Advisors left its Lincoln Electric share count unchanged in Q3 2023.
Lincoln Electric made up 4.18% of Sutton Wealth Advisors's portfolio in Q3 2023, its #4 holding.
Sutton Wealth Advisors first reported a position in Lincoln Electric in Q4 2018 and has held it in 20 quarters since.
Sutton Wealth Advisors's Lincoln Electric position peaked at $9.29M in Q2 2023.
506 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.