Ergoteles’s Lear LEA Stock Holding History

Ergoteles’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	-13,511	Closed	-$1.94M	–	490
2023 Q2	$1.94M	Buy	13,511 +8,121	+151%	+$1.07M	0.09%	281
2023 Q1	$752K	Buy	5,390 +2,549	+90%	+$352K	0.03%	601
2022 Q4	$352K	Buy	+2,841	New	+$376K	0.01%	855
2022 Q3	–	Sell	-15,089	Closed	-$1.9M	–	1781
2022 Q2	$1.9M	Buy	15,089 +13,086	+653%	+$1.73M	0.06%	334
2022 Q1	$286K	Buy	+2,003	New	+$326K	0.01%	856

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

Ergoteles's LEA Position: Q3 2023 in Review

Ergoteles sold out of Lear (LEA) in Q3 2023, closing a stake of 13,511 shares — an estimated $1.94M sold.

Ergoteles first reported a position in LEA in Q1 2022 and held it in 5 quarters. The position peaked at $1.94M in Q2 2023. 444 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

Ergoteles reported no remaining Lear position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 13,511 Lear shares in Q3 2023, an estimated $1.94M.
Ergoteles first reported a position in Lear in Q1 2022 and held it in 5 quarters.
Ergoteles's Lear position peaked at $1.94M in Q2 2023.
444 funds tracked by Wall St. Rank held Lear as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.