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SYSTM Wealth Solutions’s Lincoln Electric LECO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-66
Closed -$12.5K – 393
2024
Q2 		$12.5K Sell
66
-2,175
-97% -$472K ﹤0.01% 446
2024
Q1 		$573K Buy
2,241
+2,172
+3,148% +$513K 0.07% 270
2023
Q4 		$15K Buy
+69
New +$13.3K ﹤0.01% 775

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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SYSTM Wealth Solutions's LECO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Lincoln Electric (LECO) in Q3 2024, closing a stake of 66 shares — an estimated $12.5K sold.

SYSTM Wealth Solutions first reported a position in LECO in Q4 2023 and held it in 3 quarters. The position peaked at $573K in Q1 2024. 551 funds tracked by Wall St. Rank hold LECO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Lincoln Electric position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 66 Lincoln Electric shares in Q3 2024, an estimated $12.5K.
  • SYSTM Wealth Solutions first reported a position in Lincoln Electric in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Lincoln Electric position peaked at $573K in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.