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Capital Group Private Client Services’s Lear LEA Stock Holding History

Capital Group Private Client Services’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 		– Sell
-122,354
Closed -$17.1M – 241
2023
Q1 		$17.1M Sell
122,354
-45,305
-27% -$6.26M 0.21% 111
2022
Q4 		$20.8M Buy
167,659
+50,796
+43% +$6.73M 0.26% 98
2022
Q3 		$14M Sell
116,863
-75,140
-39% -$10.4M 0.2% 115
2022
Q2 		$24.2M Sell
192,003
-149,445
-44% -$19.7M 0.31% 89
2022
Q1 		$48.7M Buy
341,448
+177,326
+108% +$28.8M 0.53% 63
2021
Q4 		$30M Buy
+164,122
New +$28.8M 0.32% 88

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Group Private Client Services's LEA Position: Q2 2023 in Review

Capital Group Private Client Services sold out of Lear (LEA) in Q2 2023, closing a stake of 122,354 shares — an estimated $17.1M sold.

Capital Group Private Client Services first reported a position in LEA in Q4 2021 and held it in 6 quarters. The position peaked at $48.7M in Q1 2022. 435 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

  • Capital Group Private Client Services reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
  • Capital Group Private Client Services sold 122,354 Lear shares in Q2 2023, an estimated $17.1M.
  • Capital Group Private Client Services first reported a position in Lear in Q4 2021 and held it in 6 quarters.
  • Capital Group Private Client Services's Lear position peaked at $48.7M in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Lear as of Q2 2023.

Based on Capital Group Private Client Services's 13F filing for Q2 2023, filed 11 Aug 2023.