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Bartlett & Co Wealth Management’s Lear LEA Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q3 		– Sell
-11
Closed -$1.93K – 1010
2021
Q2 		$1.93K Hold
11
– – ﹤0.01% 857
2021
Q1 		$1.99K Hold
11
– – ﹤0.01% 879
2020
Q4 		$1.75K Buy
+11
New +$1.55K ﹤0.01% 938
2020
Q2 		– Sell
-600
Closed -$48.8K – 866
2020
Q1 		$48.8K Hold
600
– – ﹤0.01% 464
2019
Q4 		$82.3K Hold
600
– – ﹤0.01% 431
2019
Q3 		$70.7K Buy
+600
New +$72.9K ﹤0.01% 450

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bartlett & Co Wealth Management's LEA Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Lear (LEA) in Q3 2021, closing a stake of 11 shares — an estimated $1.93K sold.

Bartlett & Co Wealth Management first reported a position in LEA in Q3 2019 and held it in 6 quarters. The position peaked at $82.3K in Q4 2019. 436 funds tracked by Wall St. Rank hold LEA as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Lear position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 11 Lear shares in Q3 2021, an estimated $1.93K.
  • Bartlett & Co Wealth Management first reported a position in Lear in Q3 2019 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's Lear position peaked at $82.3K in Q4 2019.
  • 436 funds tracked by Wall St. Rank held Lear as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.