CFA
LEA icon

Carroll Financial Associates’s Lear LEA Stock Holding History

Carroll Financial Associates’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
Q4 		$15K Sell
84
-4
-5% -$702 ﹤0.01% 1058
2021
Q3 		$13K Buy
88
+4
+5% +$655 ﹤0.01% 1120
2021
Q2 		$14K Sell
84
-86
-51% -$15.9K ﹤0.01% 1190
2021
Q1 		$30K Buy
170
+125
+278% +$21.1K ﹤0.01% 910
2020
Q4 		$7K Hold
45
– – ﹤0.01% 1197
2020
Q3 		$4K Sell
45
-6
-12% -$684 ﹤0.01% 1231
2020
Q2 		$5K Buy
51
+6
+13% +$597 ﹤0.01% 1195
2020
Q1 		$3K Hold
45
– – ﹤0.01% 1236
2019
Q4 		$6K Hold
45
– – ﹤0.01% 1207
2019
Q3 		$5K Sell
45
-45
-50% -$5.47K ﹤0.01% 1186
2019
Q2 		$12K Sell
90
-21
-19% -$2.94K ﹤0.01% 954
2019
Q1 		$15K Buy
111
+5
+5% +$733 ﹤0.01% 826
2018
Q4 		$14K Hold
106
– – ﹤0.01% 763
2018
Q3 		$15K Buy
106
+10
+10% +$1.71K ﹤0.01% 789
2018
Q2 		$17K Buy
96
+90
+1,500% +$17.6K ﹤0.01% 728
2018
Q1 		$1K Buy
+6
New +$1.13K ﹤0.01% 1199

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's LEA Position: Q4 2021 in Review

Carroll Financial Associates reduced its Lear (LEA) stake by 4.5% in Q4 2021, selling an estimated $702 and leaving 84 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Carroll Financial Associates first reported a position in LEA in Q1 2018 and has held it in 16 quarters since. The position peaked at $30K in Q1 2021. 447 funds tracked by Wall St. Rank hold LEA as of Q4 2021.

  • Carroll Financial Associates held 84 shares of Lear worth $15K as of Q4 2021.
  • Carroll Financial Associates sold 4 Lear shares in Q4 2021, an estimated $702.
  • Lear made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1058 holding.
  • Carroll Financial Associates first reported a position in Lear in Q1 2018 and has held it in 16 quarters since.
  • Carroll Financial Associates's Lear position peaked at $30K in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Lear as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.