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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return