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Greenleaf Trust’s Lear LEA Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-2,809
Closed -$307K – 834
2024
Q3 		$307K Sell
2,809
-99
-3% -$11.3K ﹤0.01% 657
2024
Q2 		$332K Sell
2,908
-903
-24% -$116K ﹤0.01% 589
2024
Q1 		$552K Sell
3,811
-173
-4% -$23.7K 0.01% 454
2023
Q4 		$563K Buy
3,984
+570
+17% +$76.4K 0.01% 422
2023
Q3 		$458K Buy
3,414
+15
+0.4% +$2.17K 0.01% 461
2023
Q2 		$488K Buy
3,399
+132
+4% +$17.4K 0.01% 458
2023
Q1 		$456K Buy
3,267
+47
+1% +$6.5K 0.01% 481
2022
Q4 		$399K Sell
3,220
-5
-0.2% -$662 0.01% 505
2022
Q3 		$386K Sell
3,225
-381
-11% -$52.7K 0.01% 469
2022
Q2 		$454K Buy
3,606
+314
+10% +$41.4K 0.01% 432
2022
Q1 		$469K Buy
3,292
+202
+7% +$32.8K 0.01% 437
2021
Q4 		$565K Buy
3,090
+106
+4% +$18.6K 0.01% 387
2021
Q3 		$467K Sell
2,984
-314
-10% -$51.4K 0.01% 414
2021
Q2 		$578K Buy
3,298
+33
+1% +$6.1K 0.01% 360
2021
Q1 		$592K Buy
3,265
+273
+9% +$46K 0.01% 333
2020
Q4 		$476K Buy
2,992
+110
+4% +$15.5K 0.01% 354
2020
Q3 		$314K Buy
2,882
+5
+0.2% +$570 ﹤0.01% 400
2020
Q2 		$314K Buy
2,877
+171
+6% +$17K 0.01% 388
2020
Q1 		$220K Buy
+2,706
New +$312K ﹤0.01% 407

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return