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Delos Wealth Advisors’s Lear LEA Stock Holding History

Delos Wealth Advisors’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
2024
Q1 		– Sell
-4
Closed -$565 – 412
2023
Q4 		$565 Hold
4
– – ﹤0.01% 248
2023
Q3 		$577 Hold
4
– – ﹤0.01% 279
2023
Q2 		$575 Hold
4
– – ﹤0.01% 278
2023
Q1 		$558 Hold
4
– – ﹤0.01% 289
2022
Q4 		$496 Hold
4
– – ﹤0.01% 302
2022
Q3 		$0 Buy
+4
New +$553 ﹤0.01% 331

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delos Wealth Advisors's LEA Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Lear (LEA) in Q1 2024, closing a stake of 4 shares — an estimated $565 sold.

Delos Wealth Advisors first reported a position in LEA in Q3 2022 and held it in 6 quarters. The position peaked at $577 in Q3 2023. 483 funds tracked by Wall St. Rank hold LEA as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Lear position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 4 Lear shares in Q1 2024, an estimated $565.
  • Delos Wealth Advisors first reported a position in Lear in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Lear position peaked at $577 in Q3 2023.
  • 483 funds tracked by Wall St. Rank held Lear as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.