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Glassman Wealth Services’s Lear LEA Stock Holding History

Glassman Wealth Services’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
-59
Closed -$8.33K – 1069
2023
Q4 		$8.33K Hold
59
– – ﹤0.01% 928
2023
Q3 		$7.92K Hold
59
– – ﹤0.01% 920
2023
Q2 		$8.47K Buy
59
+14
+31% +$1.85K ﹤0.01% 854
2023
Q1 		$6.28K Buy
45
+8
+22% +$1.11K ﹤0.01% 939
2022
Q4 		$4.59K Buy
37
+11
+42% +$1.46K ﹤0.01% 1038
2022
Q3 		$3K Sell
26
-6
-19% -$829 ﹤0.01% 1136
2022
Q2 		$4K Buy
32
+24
+300% +$3.17K ﹤0.01% 1080
2022
Q1 		$1K Sell
8
-18
-69% -$2.93K ﹤0.01% 1433
2021
Q4 		$5K Buy
26
+15
+136% +$2.63K ﹤0.01% 989
2021
Q3 		$2K Buy
11
+7
+175% +$1.15K ﹤0.01% 1183
2021
Q2 		$1K Buy
4
+3
+300% +$555 ﹤0.01% 1322
2021
Q1 		$0 Buy
+1
New +$168 ﹤0.01% 1531
2020
Q2 		– Sell
-3
Closed – – 1394
2020
Q1 		$0 Buy
+3
New +$346 ﹤0.01% 1361

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassman Wealth Services's LEA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lear (LEA) in Q1 2024, closing a stake of 59 shares — an estimated $8.33K sold.

Glassman Wealth Services first reported a position in LEA in Q1 2020 and held it in 13 quarters. The position peaked at $8.47K in Q2 2023. 484 funds tracked by Wall St. Rank hold LEA as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lear position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 59 Lear shares in Q1 2024, an estimated $8.33K.
  • Glassman Wealth Services first reported a position in Lear in Q1 2020 and held it in 13 quarters.
  • Glassman Wealth Services's Lear position peaked at $8.47K in Q2 2023.
  • 484 funds tracked by Wall St. Rank held Lear as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.