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Concord Wealth Partners’s Lear LEA Stock Holding History

Concord Wealth Partners’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
-3
Closed -$403 – 934
2023
Q3 		$403 Hold
3
– – ﹤0.01% 993
2023
Q2 		$431 Buy
+3
New +$396 ﹤0.01% 998
2023
Q1 		– Sell
-6
Closed -$744 – 1123
2022
Q4 		$744 Buy
+6
New +$795 ﹤0.01% 1127
2022
Q3 		– Sell
-45
Closed -$6K – 692
2022
Q2 		$6K Sell
45
-623
-93% -$82.2K ﹤0.01% 786
2022
Q1 		$95K Sell
668
-309
-32% -$50.2K 0.02% 310
2021
Q4 		$179K Buy
977
+661
+209% +$116K 0.04% 206
2021
Q3 		$49K Sell
316
-606
-66% -$99.2K 0.02% 221
2021
Q2 		$162K Buy
922
+84
+10% +$15.5K 0.05% 162
2021
Q1 		$152K Buy
838
+824
+5,886% +$139K 0.05% 158
2020
Q4 		$2K Buy
+14
New +$1.97K ﹤0.01% 542

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's LEA Position: Q4 2023 in Review

Concord Wealth Partners sold out of Lear (LEA) in Q4 2023, closing a stake of 3 shares — an estimated $403 sold.

Concord Wealth Partners first reported a position in LEA in Q4 2020 and held it in 10 quarters. The position peaked at $179K in Q4 2021. 475 funds tracked by Wall St. Rank hold LEA as of Q4 2023.

  • Concord Wealth Partners reported no remaining Lear position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Lear shares in Q4 2023, an estimated $403.
  • Concord Wealth Partners first reported a position in Lear in Q4 2020 and held it in 10 quarters.
  • Concord Wealth Partners's Lear position peaked at $179K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Lear as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.