Bell & Brown Wealth Advisors’s Lear LEA Stock Holding History

Bell & Brown Wealth Advisors’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 Q2	$329K	Sell	2,295 -20	-0.9%	-$2.64K	0.16%	63
2023 Q1	$323K	Hold	2,315	–	–	0.17%	62
2022 Q4	$287K	Hold	2,315	–	–	0.16%	65
2022 Q3	$277K	Sell	2,315 -60	-3%	-$8.29K	0.17%	60
2022 Q2	$299K	Sell	2,375 -110	-4%	-$14.5K	0.16%	65
2022 Q1	$354K	Hold	2,485	–	–	0.16%	63
2021 Q4	$430K	Sell	2,485 -50	-2%	-$8.78K	0.21%	59
2021 Q3	$397K	Buy	+2,535	New	+$415K	0.21%	59
2020 Q3	$345K	Hold	2,610	–	–	0.25%	61
2020 Q2	$299K	Hold	2,610	–	–	0.23%	64
2020 Q1	$263K	Sell	2,610 -100	-4%	-$11.5K	0.24%	67
2019 Q4	$372K	Sell	2,710 -50	-2%	-$6.2K	0.28%	71
2019 Q3	$315K	Hold	2,760	–	–	0.26%	69
2019 Q2	$384K	Hold	2,760	–	–	0.34%	65
2019 Q1	$375K	Hold	2,760	–	–	0.34%	70
2018 Q4	$339K	Sell	2,760 -25	-0.9%	-$3.34K	0.36%	66
2018 Q3	$370K	Hold	2,785	–	–	0.34%	72
2018 Q2	$517K	Sell	2,785 -15	-0.5%	-$2.94K	0.51%	64
2018 Q1	$523K	Sell	2,800 -25	-0.9%	-$4.71K	0.55%	65
2017 Q4	$499K	Buy	+2,825	New	+$496K	0.52%	66

Other funds holding LEA

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

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bell & Brown Wealth Advisors's LEA Position: Q2 2023 in Review

Bell & Brown Wealth Advisors reduced its Lear (LEA) stake by 0.86% in Q2 2023, selling an estimated $2.64K and leaving 2,295 shares worth $329K. The position accounts for 0.16% of the portfolio, ranked #63.

Bell & Brown Wealth Advisors first reported a position in LEA in Q4 2017 and has held it in 20 quarters since. The position peaked at $523K in Q1 2018. 435 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

Bell & Brown Wealth Advisors held 2,295 shares of Lear worth $329K as of Q2 2023.
Bell & Brown Wealth Advisors sold 20 Lear shares in Q2 2023, an estimated $2.64K.
Lear made up 0.16% of Bell & Brown Wealth Advisors's portfolio in Q2 2023, its #63 holding.
Bell & Brown Wealth Advisors first reported a position in Lear in Q4 2017 and has held it in 20 quarters since.
Bell & Brown Wealth Advisors's Lear position peaked at $523K in Q1 2018.
435 funds tracked by Wall St. Rank held Lear as of Q2 2023.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.