BWM
LEA icon

Baystate Wealth Management’s Lear LEA Stock Holding History

Baystate 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
2023
Q4 		$1.81K Buy
12
+1
+9% +$134 ﹤0.01% 1084
2023
Q3 		$1.48K Buy
11
+1
+10% +$145 ﹤0.01% 848
2023
Q2 		$1.57K Hold
10
– – ﹤0.01% 882
2023
Q1 		$1.52K Hold
10
– – ﹤0.01% 881
2022
Q4 		$1K Hold
10
– – ﹤0.01% 872
2022
Q3 		$1K Hold
10
– – ﹤0.01% 826
2022
Q2 		$1K Hold
10
– – ﹤0.01% 847
2022
Q1 		$2K Hold
10
– – ﹤0.01% 764
2021
Q4 		$2K Hold
10
– – ﹤0.01% 766
2021
Q3 		$2K Hold
10
– – ﹤0.01% 686
2021
Q2 		$2K Hold
10
– – ﹤0.01% 660
2021
Q1 		$2K Hold
10
– – ﹤0.01% 599
2020
Q4 		$2K Hold
10
– – ﹤0.01% 570
2020
Q3 		$1K Sell
10
-946
-99% -$108K ﹤0.01% 592
2020
Q2 		$104K Sell
956
-188
-16% -$18.7K 0.01% 151
2020
Q1 		$93K Buy
1,144
+9
+0.8% +$1.04K 0.01% 145
2019
Q4 		$156K Buy
1,135
+6
+0.5% +$743 0.02% 134
2019
Q3 		$133K Buy
1,129
+7
+0.6% +$851 0.02% 127
2019
Q2 		$155K Buy
1,122
+1
+0.1% +$140 0.02% 118
2019
Q1 		$172K Buy
1,121
+11
+1% +$1.61K 0.02% 113
2018
Q4 		$168K Buy
1,110
+7
+0.6% +$936 0.02% 107
2018
Q3 		$149K Buy
1,103
+4
+0.4% +$685 0.03% 99
2018
Q2 		$206K Buy
1,099
+4
+0.4% +$783 0.03% 85
2018
Q1 		$210K Hold
1,095
– – 0.03% 82
2017
Q4 		$208K Hold
1,095
– – 0.03% 81
2017
Q3 		$190K Hold
1,095
– – 0.03% 79
2017
Q2 		$163K Hold
1,095
– – 0.03% 86
2017
Q1 		$145K Buy
1,095
+10
+0.9% +$1.42K 0.03% 97
2016
Q4 		$148K Buy
+1,085
New +$136K 0.03% 83

Other funds holding LEA

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baystate Wealth Management's LEA Position: Q4 2023 in Review

Baystate Wealth Management increased its Lear (LEA) stake by 9.1% in Q4 2023, buying an estimated $134 and bringing the position to 12 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Baystate Wealth Management first reported a position in LEA in Q4 2016 and has held it in 29 quarters since. The position peaked at $210K in Q1 2018. 474 funds tracked by Wall St. Rank hold LEA as of Q4 2023.

  • Baystate Wealth Management held 12 shares of Lear worth $1.81K as of Q4 2023.
  • Baystate Wealth Management bought 1 Lear share in Q4 2023, an estimated $134.
  • Lear made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1084 holding.
  • Baystate Wealth Management first reported a position in Lear in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Lear position peaked at $210K in Q1 2018.
  • 474 funds tracked by Wall St. Rank held Lear as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.