WAM
LECO icon

Wealthspire Advisors (Maryland)’s Lincoln Electric LECO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-174
Closed -$15K – 1303
2019
Q1 		$15K Buy
174
+33
+23% +$2.8K ﹤0.01% 1385
2018
Q4 		$11K Buy
141
+66
+88% +$5.48K ﹤0.01% 1428
2018
Q3 		$7K Hold
75
– – ﹤0.01% 1664
2018
Q2 		$7K Buy
75
+5
+7% +$445 ﹤0.01% 1666
2018
Q1 		$6K Sell
70
-90
-56% -$8.38K ﹤0.01% 1743
2017
Q4 		$15K Buy
160
+82
+105% +$7.5K ﹤0.01% 1431
2017
Q3 		$7K Buy
78
+17
+28% +$1.52K ﹤0.01% 1691
2017
Q2 		$6K Buy
61
+53
+663% +$4.77K ﹤0.01% 1713
2017
Q1 		$1K Sell
8
-496
-98% -$41.6K ﹤0.01% 1814
2016
Q4 		$39K Sell
504
-282
-36% -$20.2K 0.01% 840
2016
Q3 		$49K Buy
786
+217
+38% +$13.5K 0.01% 778
2016
Q2 		$34K Buy
569
+258
+83% +$15.5K 0.01% 822
2016
Q1 		$18K Buy
311
+41
+15% +$2.23K ﹤0.01% 1000
2015
Q4 		$14K Buy
+270
New +$15K ﹤0.01% 1091

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LECO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lincoln Electric (LECO) in Q2 2019, closing a stake of 174 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in LECO in Q4 2015 and held it in 14 quarters. The position peaked at $49K in Q3 2016. 337 funds tracked by Wall St. Rank hold LECO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lincoln Electric position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 174 Lincoln Electric shares in Q2 2019, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in Lincoln Electric in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Lincoln Electric position peaked at $49K in Q3 2016.
  • 337 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.