Albion Financial Group’s Lear LEA Stock Holding History

Albion Financial Group’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	–	–	514
2022 Q2	$0	Hold	3	–	–	﹤0.01%	582
2022 Q1	$0	Sell	3 -3	-50%	-$488	﹤0.01%	634
2021 Q4	$1K	Buy	+6	New	+$1.05K	﹤0.01%	584
2016 Q2	–	Sell	-104,155	Closed	-$11.6M	–	190
2016 Q1	$11.6M	Buy	104,155 +2,219	+2%	+$235K	1.97%	11
2015 Q4	$12.5M	Sell	101,936 -1,451	-1%	-$177K	2.15%	12
2015 Q3	$11.2M	Buy	103,387 +2,066	+2%	+$215K	2.04%	13
2015 Q2	$11.4M	Buy	101,321 +181	+0.2%	+$20.8K	1.89%	13
2015 Q1	$11.2M	Buy	101,140 +977	+1%	+$103K	1.9%	13
2014 Q4	$9.82M	Sell	100,163 -334	-0.3%	-$30.7K	1.7%	13
2014 Q3	$8.68M	Buy	100,497 +765	+0.8%	+$73.9K	1.54%	18
2014 Q2	$8.91M	Buy	99,732 +3,741	+4%	+$322K	1.54%	21
2014 Q1	$8.04M	Buy	95,991 +911	+1%	+$72.5K	1.48%	22
2013 Q4	$7.7M	Buy	+95,080	New	+$7.44M	1.44%	21

Other funds holding LEA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital International Investors

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return