BFG
LEA icon

Beacon Financial Group’s Lear LEA Stock Holding History

Beacon 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
2018
Q3 		– Sell
-1,531
Closed -$285K – 186
2018
Q2 		$285K Sell
1,531
-127
-8% -$24.9K 0.05% 174
2018
Q1 		$309K Sell
1,658
-261
-14% -$49.2K 0.05% 172
2017
Q4 		$339K Sell
1,919
-909
-32% -$160K 0.06% 161
2017
Q3 		$489K Sell
2,828
-952
-25% -$144K 0.09% 133
2017
Q2 		$534K Hold
3,780
– – 0.1% 126
2017
Q1 		$534K Sell
3,780
-378
-9% -$53.6K 0.1% 118
2016
Q4 		$550K Sell
4,158
-852
-17% -$107K 0.11% 114
2016
Q3 		$595K Sell
5,010
-444
-8% -$50.5K 0.13% 113
2016
Q2 		$562K Sell
5,454
-81
-1% -$9.11K 0.12% 112
2016
Q1 		$617K Sell
5,535
-171
-3% -$18.1K 0.13% 99
2015
Q4 		$710K Buy
5,706
+73
+1% +$8.89K 0.16% 85
2015
Q3 		$595K Buy
5,633
+779
+16% +$81.1K 0.15% 88
2015
Q2 		$543K Buy
4,854
+704
+17% +$80.8K 0.12% 103
2015
Q1 		$463K Buy
4,150
+1,076
+35% +$113K 0.1% 104
2014
Q4 		$304K Sell
3,074
-18
-0.6% -$1.65K 0.06% 140
2014
Q3 		$278K Buy
+3,092
New +$299K 0.06% 160

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Financial Group's LEA Position: Q3 2018 in Review

Beacon Financial Group sold out of Lear (LEA) in Q3 2018, closing a stake of 1,531 shares — an estimated $285K sold.

Beacon Financial Group first reported a position in LEA in Q3 2014 and held it in 16 quarters. The position peaked at $710K in Q4 2015. 531 funds tracked by Wall St. Rank hold LEA as of Q3 2018.

  • Beacon Financial Group reported no remaining Lear position as of Q3 2018 after selling out during the quarter.
  • Beacon Financial Group sold 1,531 Lear shares in Q3 2018, an estimated $285K.
  • Beacon Financial Group first reported a position in Lear in Q3 2014 and held it in 16 quarters.
  • Beacon Financial Group's Lear position peaked at $710K in Q4 2015.
  • 531 funds tracked by Wall St. Rank held Lear as of Q3 2018.

Based on Beacon Financial Group's 13F filing for Q3 2018, filed 10 Oct 2018.