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Evercore Wealth Management’s Lear LEA Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-892
Closed -$158K – 595
2017
Q4 		$158K Sell
892
-17
-2% -$2.98K 0.01% 397
2017
Q3 		$157K Sell
909
-27
-3% -$4.08K 0.01% 395
2017
Q2 		$133K Hold
936
– – 0.01% 420
2017
Q1 		$133K Buy
936
+46
+5% +$6.53K 0.01% 430
2016
Q4 		$118K Sell
890
-863
-49% -$109K ﹤0.01% 463
2016
Q3 		$212K Buy
1,753
+199
+13% +$22.7K 0.01% 362
2016
Q2 		$158K Buy
1,554
+547
+54% +$61.5K 0.01% 400
2016
Q1 		$112K Buy
1,007
+218
+28% +$23.1K ﹤0.01% 436
2015
Q4 		$97K Buy
789
+200
+34% +$24.4K ﹤0.01% 478
2015
Q3 		$64K Buy
589
+64
+12% +$6.67K ﹤0.01% 551
2015
Q2 		$59K Sell
525
-95
-15% -$10.9K ﹤0.01% 609
2015
Q1 		$70K Hold
620
– – ﹤0.01% 581
2014
Q4 		$61K Sell
620
-41
-6% -$3.77K ﹤0.01% 532
2014
Q3 		$58K Hold
661
– – ﹤0.01% 592
2014
Q2 		$58K Buy
661
+136
+26% +$11.7K ﹤0.01% 593
2014
Q1 		$45K Hold
525
– – ﹤0.01% 612
2013
Q4 		$42K Hold
525
– – ﹤0.01% 585
2013
Q3 		$37K Hold
525
– – ﹤0.01% 603
2013
Q2 		$31K Buy
+525
New +$30.3K ﹤0.01% 618

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's LEA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Lear (LEA) in Q1 2018, closing a stake of 892 shares — an estimated $158K sold.

Evercore Wealth Management first reported a position in LEA in Q2 2013 and held it in 19 quarters. The position peaked at $212K in Q3 2016. 585 funds tracked by Wall St. Rank hold LEA as of Q1 2018.

  • Evercore Wealth Management reported no remaining Lear position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 892 Lear shares in Q1 2018, an estimated $158K.
  • Evercore Wealth Management first reported a position in Lear in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Lear position peaked at $212K in Q3 2016.
  • 585 funds tracked by Wall St. Rank held Lear as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.