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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

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