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U.S. Global Investors (USGI)’s Lincoln Electric LECO Stock Holding History

U.S. Global Investors (USGI)’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
2020
Q3 		– Sell
-6,957
Closed -$586K – 176
2020
Q2 		$586K Sell
6,957
-800
-10% -$63.2K 0.05% 75
2020
Q1 		$535K Buy
+7,757
New +$665K 0.14% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

U.S. Global Investors (USGI)'s LECO Position: Q3 2020 in Review

U.S. Global Investors (USGI) sold out of Lincoln Electric (LECO) in Q3 2020, closing a stake of 6,957 shares — an estimated $586K sold.

U.S. Global Investors (USGI) first reported a position in LECO in Q1 2020 and held it in 2 quarters. The position peaked at $586K in Q2 2020. 317 funds tracked by Wall St. Rank hold LECO as of Q3 2020.

  • U.S. Global Investors (USGI) reported no remaining Lincoln Electric position as of Q3 2020 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 6,957 Lincoln Electric shares in Q3 2020, an estimated $586K.
  • U.S. Global Investors (USGI) first reported a position in Lincoln Electric in Q1 2020 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Lincoln Electric position peaked at $586K in Q2 2020.
  • 317 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2020, filed 13 Nov 2020.