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Cerity Partners OCIO’s Lear LEA Stock Holding History

Cerity Partners OCIO’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
2017
Q3 		– Sell
-5,750
Closed -$817K – 257
2017
Q2 		$817K Sell
5,750
-3,361
-37% -$476K 0.06% 129
2017
Q1 		$1.29M Buy
9,111
+178
+2% +$25.3K 0.1% 94
2016
Q4 		$1.18M Buy
8,933
+220
+3% +$27.7K 0.1% 90
2016
Q3 		$1.06M Buy
+8,713
New +$992K 0.1% 91
2015
Q1 		– Sell
-9,779
Closed -$959K – 230
2014
Q4 		$959K Buy
9,779
+214
+2% +$19.7K 0.12% 69
2014
Q3 		$827K Buy
9,565
+358
+4% +$34.6K 0.11% 63
2014
Q2 		$822K Buy
9,207
+585
+7% +$50.4K 0.12% 61
2014
Q1 		$722K Buy
8,622
+1,026
+14% +$81.7K 0.11% 62
2013
Q4 		$615K Buy
+7,596
New +$594K 0.11% 69

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Cerity Partners OCIO's LEA Position: Q3 2017 in Review

Cerity Partners OCIO sold out of Lear (LEA) in Q3 2017, closing a stake of 5,750 shares — an estimated $817K sold.

Cerity Partners OCIO first reported a position in LEA in Q4 2013 and held it in 9 quarters. The position peaked at $1.29M in Q1 2017. 514 funds tracked by Wall St. Rank hold LEA as of Q3 2017.

  • Cerity Partners OCIO reported no remaining Lear position as of Q3 2017 after selling out during the quarter.
  • Cerity Partners OCIO sold 5,750 Lear shares in Q3 2017, an estimated $817K.
  • Cerity Partners OCIO first reported a position in Lear in Q4 2013 and held it in 9 quarters.
  • Cerity Partners OCIO's Lear position peaked at $1.29M in Q1 2017.
  • 514 funds tracked by Wall St. Rank held Lear as of Q3 2017.

Based on Cerity Partners OCIO's 13F filing for Q3 2017, filed 13 Nov 2017.