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Gladstone Institutional Advisory’s Lear LEA Stock Holding History

Gladstone Institutional Advisory’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
2024
Q1 		– Sell
-1,983
Closed -$280K – 679
2023
Q4 		$280K Buy
+1,983
New +$266K 0.02% 539

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gladstone Institutional Advisory's LEA Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Lear (LEA) in Q1 2024, closing a stake of 1,983 shares — an estimated $280K sold.

Gladstone Institutional Advisory first reported a position in LEA in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 483 funds tracked by Wall St. Rank hold LEA as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Lear position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,983 Lear shares in Q1 2024, an estimated $280K.
  • Gladstone Institutional Advisory first reported a position in Lear in Q4 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Lear position peaked at $280K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held Lear as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.