Elkfork Partners’s Lear LEA Stock Holding History

Elkfork 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
2019 Q3	$6.6M	Buy	55,944 +2,940	+6%	+$357K	0.16%	121
2019 Q2	$7.38M	Buy	53,004 +252	+0.5%	+$35.3K	0.18%	114
2019 Q1	$7.16M	Sell	52,752 -8,064	-13%	-$1.18M	0.18%	116
2018 Q4	$7.47M	Sell	60,816 -24,276	-29%	-$3.25M	0.21%	99
2018 Q3	$12.3M	Buy	85,092 +7,392	+10%	+$1.27M	0.29%	76
2018 Q2	$14.4M	Buy	77,700 +9,436	+14%	+$1.85M	0.37%	65
2018 Q1	$12.7M	Buy	68,264 +7,000	+11%	+$1.32M	0.34%	66
2017 Q4	$10.8M	Buy	61,264 +9,492	+18%	+$1.67M	0.29%	75
2017 Q3	$8.96M	Buy	51,772 +2,660	+5%	+$402K	0.26%	77
2017 Q2	$6.98M	Sell	49,112 -924	-2%	-$131K	0.21%	97
2017 Q1	$7.08M	Buy	50,036 +7,196	+17%	+$1.02M	0.22%	93
2016 Q4	$5.67M	Buy	+42,840	New	+$5.39M	0.19%	103

Other funds holding LEA

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

Norges Bank Oslo, Norway $935B AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Elkfork Partners's LEA Position: Q3 2019 in Review

Elkfork Partners increased its Lear (LEA) stake by 5.5% in Q3 2019, buying an estimated $357K and bringing the position to 55,944 shares worth $6.6M. The position accounts for 0.16% of the portfolio, ranked #121.

Elkfork Partners first reported a position in LEA in Q4 2016 and has held it in 12 quarters since. The position peaked at $14.4M in Q2 2018. 447 funds tracked by Wall St. Rank hold LEA as of Q3 2019.

Elkfork Partners held 55,944 shares of Lear worth $6.6M as of Q3 2019.
Elkfork Partners bought 2,940 Lear shares in Q3 2019, an estimated $357K.
Lear made up 0.16% of Elkfork Partners's portfolio in Q3 2019, its #121 holding.
Elkfork Partners first reported a position in Lear in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Lear position peaked at $14.4M in Q2 2018.
447 funds tracked by Wall St. Rank held Lear as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.