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UBS’s Lincoln Electric LECO Stock Holding History

UBS’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
2014
Q3 		$2.6M Sell
37,617
-7,647
-17% -$532K ﹤0.01% 2655
2014
Q2 		$3.16M Sell
45,264
-32,955
-42% -$2.23M ﹤0.01% 2413
2014
Q1 		$5.63M Buy
78,219
+16,240
+26% +$1.16M 0.01% 1753
2013
Q4 		$4.42M Buy
61,979
+17,062
+38% +$1.2M ﹤0.01% 1991
2013
Q3 		$2.99M Sell
44,917
-3,960
-8% -$248K ﹤0.01% 2180
2013
Q2 		$2.8M Buy
+48,877
New +$2.73M ﹤0.01% 2181

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS's LECO Position: Q3 2014 in Review

UBS reduced its Lincoln Electric (LECO) stake by 17% in Q3 2014, selling an estimated $532K and leaving 37,617 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

UBS first reported a position in LECO in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.63M in Q1 2014. 276 funds tracked by Wall St. Rank hold LECO as of Q3 2014.

  • UBS held 37,617 shares of Lincoln Electric worth $2.6M as of Q3 2014.
  • UBS sold 7,647 Lincoln Electric shares in Q3 2014, an estimated $532K.
  • Lincoln Electric made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2655 holding.
  • UBS first reported a position in Lincoln Electric in Q2 2013 and has held it in 6 quarters since.
  • UBS's Lincoln Electric position peaked at $5.63M in Q1 2014.
  • 276 funds tracked by Wall St. Rank held Lincoln Electric as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.