Diversified Trust’s Lear LEA Stock Holding History

Diversified Trust’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 Q3	–	Sell	-1,484	Closed	-$213K	–	888
2023 Q2	$213K	Sell	1,484 -637	-30%	-$84.1K	0.01%	745
2023 Q1	$296K	Buy	+2,121	New	+$293K	0.01%	626

Other funds holding LEA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversified Trust's LEA Position: Q3 2023 in Review

Diversified Trust sold out of Lear (LEA) in Q3 2023, closing a stake of 1,484 shares — an estimated $213K sold.

Diversified Trust first reported a position in LEA in Q1 2023 and held it in 2 quarters. The position peaked at $296K in Q1 2023. 444 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

Diversified Trust reported no remaining Lear position as of Q3 2023 after selling out during the quarter.
Diversified Trust sold 1,484 Lear shares in Q3 2023, an estimated $213K.
Diversified Trust first reported a position in Lear in Q1 2023 and held it in 2 quarters.
Diversified Trust's Lear position peaked at $296K in Q1 2023.
444 funds tracked by Wall St. Rank held Lear as of Q3 2023.

Based on Diversified Trust's 13F filing for Q3 2023, filed 17 Nov 2023.