BerganKDV Wealth Management’s Lear LEA Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-13	Closed	-$1K	–	1029
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	842
2019 Q4	$2K	Buy	+13	New	+$1.61K	﹤0.01%	776

Other funds holding LEA

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

BerganKDV Wealth Management's LEA Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Lear (LEA) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in LEA in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 401 funds tracked by Wall St. Rank hold LEA as of Q2 2020.

BerganKDV Wealth Management reported no remaining Lear position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 13 Lear shares in Q2 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in Lear in Q4 2019 and held it in 2 quarters.
BerganKDV Wealth Management's Lear position peaked at $2K in Q4 2019.
401 funds tracked by Wall St. Rank held Lear as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.