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Forvis Mazars Wealth Advisors’s Lear LEA Stock Holding History

Forvis Mazars Wealth Advisors’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
Q3 		– Sell
-2,434
Closed -$452K – 235
2018
Q2 		$452K Sell
2,434
-108
-4% -$21.1K 0.04% 151
2018
Q1 		$473K Sell
2,542
-203
-7% -$38.2K 0.05% 151
2017
Q4 		$485K Buy
2,745
+374
+16% +$65.6K 0.05% 155
2017
Q3 		$410K Sell
2,371
-247
-9% -$37.4K 0.05% 149
2017
Q2 		$372K Hold
2,618
– – 0.04% 161
2017
Q1 		$371K Buy
2,618
+167
+7% +$23.7K 0.05% 149
2016
Q4 		$324K Buy
2,451
+17
+0.7% +$2.14K 0.04% 148
2016
Q3 		$295K Buy
2,434
+223
+10% +$25.4K 0.04% 146
2016
Q2 		$225K Buy
2,211
+253
+13% +$28.4K 0.03% 174
2016
Q1 		$218K Buy
1,958
+98
+5% +$10.4K 0.03% 177
2015
Q4 		$228K Buy
+1,860
New +$226K 0.03% 167

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LEA Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of Lear (LEA) in Q3 2018, closing a stake of 2,434 shares — an estimated $452K sold.

Forvis Mazars Wealth Advisors first reported a position in LEA in Q4 2015 and held it in 11 quarters. The position peaked at $485K in Q4 2017. 531 funds tracked by Wall St. Rank hold LEA as of Q3 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Lear position as of Q3 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,434 Lear shares in Q3 2018, an estimated $452K.
  • Forvis Mazars Wealth Advisors first reported a position in Lear in Q4 2015 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's Lear position peaked at $485K in Q4 2017.
  • 531 funds tracked by Wall St. Rank held Lear as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.