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Ellevest Inc’s Lear LEA Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-132
Closed -$18.4K – 1046
2023
Q1 		$18.4K Buy
132
+2
+2% +$276 ﹤0.01% 861
2022
Q4 		$16.1K Sell
130
-1,924
-94% -$255K ﹤0.01% 918
2022
Q3 		$246K Buy
2,054
+92
+5% +$12.7K 0.02% 234
2022
Q2 		$247K Sell
1,962
-508
-21% -$67K 0.02% 240
2022
Q1 		$352K Buy
2,470
+750
+44% +$122K 0.03% 198
2021
Q4 		$315K Buy
1,720
+612
+55% +$107K 0.03% 198
2021
Q3 		$173K Buy
1,108
+450
+68% +$73.7K 0.02% 296
2021
Q2 		$115K Buy
658
+193
+42% +$35.7K 0.01% 351
2021
Q1 		$84K Buy
+465
New +$78.3K 0.01% 373
2020
Q3 		– Sell
-26
Closed -$3K – 1232
2020
Q2 		$3K Sell
26
-54
-68% -$5.38K ﹤0.01% 829
2020
Q1 		$7K Buy
80
+16
+25% +$1.84K ﹤0.01% 604
2019
Q4 		$9K Buy
+64
New +$7.93K ﹤0.01% 538

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 $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ellevest Inc's LEA Position: Q2 2023 in Review

Ellevest Inc sold out of Lear (LEA) in Q2 2023, closing a stake of 132 shares — an estimated $18.4K sold.

Ellevest Inc first reported a position in LEA in Q4 2019 and held it in 12 quarters. The position peaked at $352K in Q1 2022. 435 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

  • Ellevest Inc reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 132 Lear shares in Q2 2023, an estimated $18.4K.
  • Ellevest Inc first reported a position in Lear in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's Lear position peaked at $352K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Lear as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.