Focused Wealth Management’s Lear LEA Stock Holding History

Focused 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
2020 Q3	–	Sell	-1,105	Closed	-$120K	–	824
2020 Q2	$120K	Hold	1,105	–	–	0.03%	198
2020 Q1	$90K	Hold	1,105	–	–	0.03%	216
2019 Q4	$152K	Buy	1,105 +50	+5%	+$6.2K	0.04%	196
2019 Q3	$124K	Hold	1,055	–	–	0.03%	204
2019 Q2	$147K	Hold	1,055	–	–	0.04%	182
2019 Q1	$143K	Hold	1,055	–	–	0.04%	161
2018 Q4	$130K	Hold	1,055	–	–	0.04%	190
2018 Q3	$153K	Hold	1,055	–	–	0.05%	181
2018 Q2	$196K	Hold	1,055	–	–	0.07%	154
2018 Q1	$196K	Hold	1,055	–	–	0.06%	158
2017 Q4	$186K	Buy	+1,055	New	+$185K	0.06%	165
2017 Q3	–	Sell	-755	Closed	-$107K	–	696
2017 Q2	$107K	Hold	755	–	–	0.04%	213
2017 Q1	$107K	Sell	755 -1,000	-57%	-$142K	0.04%	210
2016 Q4	$232K	Sell	1,755 -100	-5%	-$12.6K	0.1%	128
2016 Q3	$225K	Buy	1,855 +5	+0.3%	+$569	0.1%	128
2016 Q2	$188K	Buy	+1,850	New	+$208K	0.09%	141

Other funds holding LEA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Focused Wealth Management's LEA Position: Q3 2020 in Review

Focused Wealth Management sold out of Lear (LEA) in Q3 2020, closing a stake of 1,105 shares — an estimated $120K sold.

Focused Wealth Management first reported a position in LEA in Q2 2016 and held it in 16 quarters. The position peaked at $232K in Q4 2016. 406 funds tracked by Wall St. Rank hold LEA as of Q3 2020.

Focused Wealth Management reported no remaining Lear position as of Q3 2020 after selling out during the quarter.
Focused Wealth Management sold 1,105 Lear shares in Q3 2020, an estimated $120K.
Focused Wealth Management first reported a position in Lear in Q2 2016 and held it in 16 quarters.
Focused Wealth Management's Lear position peaked at $232K in Q4 2016.
406 funds tracked by Wall St. Rank held Lear as of Q3 2020.

Based on Focused Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.