Wellington Shields & Co’s Lincoln Electric LECO Stock Holding History

Wellington Shields & Co’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 Q2	–	Sell	-400	Closed	-$102K	–	315
2024 Q1	$102K	Sell	400 -100	-20%	-$23.6K	0.03%	247
2023 Q4	$109K	Hold	500	–	–	0.04%	234
2023 Q3	$90.9K	Hold	500	–	–	0.02%	244
2023 Q2	$99.3K	Hold	500	–	–	0.02%	244
2023 Q1	$84.5K	Hold	500	–	–	0.02%	255
2022 Q4	$72.2K	Hold	500	–	–	0.02%	260
2022 Q3	$63K	Hold	500	–	–	0.03%	242
2022 Q2	$62K	Buy	+500	New	+$65.8K	0.02%	249

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

EIG

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wellington Shields & Co's LECO Position: Q2 2024 in Review

Wellington Shields & Co sold out of Lincoln Electric (LECO) in Q2 2024, closing a stake of 400 shares — an estimated $102K sold.

Wellington Shields & Co first reported a position in LECO in Q2 2022 and held it in 8 quarters. The position peaked at $109K in Q4 2023. 552 funds tracked by Wall St. Rank hold LECO as of Q2 2024.

Wellington Shields & Co reported no remaining Lincoln Electric position as of Q2 2024 after selling out during the quarter.
Wellington Shields & Co sold 400 Lincoln Electric shares in Q2 2024, an estimated $102K.
Wellington Shields & Co first reported a position in Lincoln Electric in Q2 2022 and held it in 8 quarters.
Wellington Shields & Co's Lincoln Electric position peaked at $109K in Q4 2023.
552 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2024.

Based on Wellington Shields & Co's 13F filing for Q2 2024, filed 7 Aug 2024.