LECO
Lincoln Electric Holdings, Inc. · Industrials · Manufacturing - Tools & Accessories
Señales de momentum (gestores comparables):
amplitud de titulares -11.8% ·
flujo de acciones -0.7% ·
nuevas posiciones netas -13.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 133 | -1 | 30.88M | $8.20B | +7 | −7 |
| Q1 2026 | 136 | +3 | 28.36M | $7.05B | +8 | −6 |
| Q4 2025 | 133 | 0 | 32.73M | $7.80B | +2 | −1 |
| Q3 2025 | 22 | +1 | 19.01M | $4.49B | +2 | −2 |
| Q2 2025 | 19 | -1 | 18.16M | $3.77B | — | −1 |
| Q1 2025 | 17 | +1 | 7.47M | $1.41B | +1 | — |
| Q4 2024 | 16 | 0 | 6.69M | $1.26B | +1 | −1 |
| Q3 2024 | 15 | -2 | 4.60M | $883.22M | — | −2 |
| Q2 2024 | 17 | — | 4.63M | $873.51M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 1.58M | -3.0% | $302.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.20M | +5.4% | $231.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.20M | +5.4% | $231.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 482.37K | -0.1% | $92.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 257.56K | +0.8% | $49.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 257.56K | +0.8% | $49.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 247.92K | -17.8% | $47.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 247.92K | -17.8% | $47.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 152.60K | +11.4% | $29.30M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 126.00K | -4.1% | $24.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 117.86K | +30.2% | $22.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 117.86K | +30.2% | $22.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Millennium Management ✦ | 104.00K | -24.8% | $19.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 95.54K | +492.4% | $18.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | GAMCO Investors ✦ | 89.50K | -1.1% | $17.19M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 55.46K | -14.4% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 55.46K | -14.4% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 43.69K | -42.1% | $8.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 43.69K | -42.1% | $8.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 37.99K | -33.2% | $7.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | ARK Investment Management ✦ | 6.86K | -8.0% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Arrowstreet Capital | $2.07M | era 0.0% |
| Bridgewater Associates | $232,404 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 683 tenedores, 45.02M acciones, $9.81B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.