Berman Capital Advisors’s Lear LEA Stock Holding History

Berman Capital 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
2021 Q3	$31K	Sell	200 -123	-38%	-$20.1K	﹤0.01%	851
2021 Q2	$55K	Buy	323 +247	+325%	+$45.7K	0.01%	533
2021 Q1	$13K	Hold	76	–	–	﹤0.01%	942
2020 Q4	$12K	Hold	76	–	–	﹤0.01%	848
2020 Q3	$8K	Sell	76 -16	-17%	-$1.82K	﹤0.01%	876
2020 Q2	$10K	Buy	92 +50	+119%	+$4.98K	﹤0.01%	761
2020 Q1	$3K	Buy	42 +35	+500%	+$4.03K	﹤0.01%	1039
2019 Q4	$0	Sell	7 -2	-22%	-$248	﹤0.01%	1505
2019 Q3	$1K	Sell	9 -78	-90%	-$9.48K	﹤0.01%	1335
2019 Q2	$12K	Buy	87 +21	+32%	+$2.94K	﹤0.01%	668
2019 Q1	$8K	Buy	66 +14	+27%	+$2.05K	﹤0.01%	725
2018 Q4	$6K	Buy	+52	New	+$6.95K	﹤0.01%	631

Other funds holding LEA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's LEA Position: Q3 2021 in Review

Berman Capital Advisors reduced its Lear (LEA) stake by 38% in Q3 2021, selling an estimated $20.1K and leaving 200 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Berman Capital Advisors first reported a position in LEA in Q4 2018 and has held it in 12 quarters since. The position peaked at $55K in Q2 2021. 436 funds tracked by Wall St. Rank hold LEA as of Q3 2021.

Berman Capital Advisors held 200 shares of Lear worth $31K as of Q3 2021.
Berman Capital Advisors sold 123 Lear shares in Q3 2021, an estimated $20.1K.
Lear made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #851 holding.
Berman Capital Advisors first reported a position in Lear in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Lear position peaked at $55K in Q2 2021.
436 funds tracked by Wall St. Rank held Lear as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.