Balasa Dinverno & Foltz’s Lear LEA Stock Holding History

Balasa Dinverno & Foltz’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
2018 Q4	–	Sell	-1,690	Closed	-$245K	–	239
2018 Q3	$245K	Sell	1,690 -33	-2%	-$5.65K	0.03%	215
2018 Q2	$320K	Buy	1,723 +55	+3%	+$10.8K	0.05%	166
2018 Q1	$310K	Buy	1,668 +203	+14%	+$38.2K	0.05%	161
2017 Q4	$259K	Hold	1,465	–	–	0.04%	182
2017 Q3	$254K	Sell	1,465 -104	-7%	-$15.7K	0.04%	177
2017 Q2	$223K	Sell	1,569 -5	-0.3%	-$708	0.04%	185
2017 Q1	$223K	Buy	+1,574	New	+$223K	0.04%	184

Other funds holding LEA

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

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balasa Dinverno & Foltz's LEA Position: Q4 2018 in Review

Balasa Dinverno & Foltz sold out of Lear (LEA) in Q4 2018, closing a stake of 1,690 shares — an estimated $245K sold.

Balasa Dinverno & Foltz first reported a position in LEA in Q1 2017 and held it in 7 quarters. The position peaked at $320K in Q2 2018. 495 funds tracked by Wall St. Rank hold LEA as of Q4 2018.

Balasa Dinverno & Foltz reported no remaining Lear position as of Q4 2018 after selling out during the quarter.
Balasa Dinverno & Foltz sold 1,690 Lear shares in Q4 2018, an estimated $245K.
Balasa Dinverno & Foltz first reported a position in Lear in Q1 2017 and held it in 7 quarters.
Balasa Dinverno & Foltz's Lear position peaked at $320K in Q2 2018.
495 funds tracked by Wall St. Rank held Lear as of Q4 2018.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2018, filed 4 Feb 2019.