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Cary Street Partners Investment Advisory’s Lear LEA Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-140
Closed -$18.8K – 1300
2023
Q3 		$18.8K Hold
140
– – ﹤0.01% 1147
2023
Q2 		$20.1K Hold
140
– – ﹤0.01% 1045
2023
Q1 		$19.5K Hold
140
– – ﹤0.01% 981
2022
Q4 		$17.4K Buy
+140
New +$18.5K ﹤0.01% 1013
2020
Q4 		– Sell
-140
Closed -$15K – 647
2020
Q3 		$15K Buy
+140
New +$16K ﹤0.01% 707

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's LEA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Lear (LEA) in Q4 2023, closing a stake of 140 shares — an estimated $18.8K sold.

Cary Street Partners Investment Advisory first reported a position in LEA in Q3 2020 and held it in 5 quarters. The position peaked at $20.1K in Q2 2023. 475 funds tracked by Wall St. Rank hold LEA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Lear position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 140 Lear shares in Q4 2023, an estimated $18.8K.
  • Cary Street Partners Investment Advisory first reported a position in Lear in Q3 2020 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Lear position peaked at $20.1K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Lear as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.