Hennion & Walsh Asset Management’s Lear LEA Stock Holding History

Hennion & Walsh Asset 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
2024 Q2	–	Sell	-2,703	Closed	-$392K	–	879
2024 Q1	$392K	Sell	2,703 -8	-0.3%	-$1.09K	0.02%	632
2023 Q4	$383K	Sell	2,711 -372	-12%	-$49.9K	0.02%	617
2023 Q3	$414K	Buy	3,083 +55	+2%	+$7.96K	0.03%	572
2023 Q2	$434K	Buy	3,028 +193	+7%	+$25.5K	0.03%	553
2023 Q1	$395K	Buy	2,835 +310	+12%	+$42.8K	0.02%	571
2022 Q4	$313K	Hold	2,525	–	–	0.02%	613
2022 Q3	$302K	Hold	2,525	–	–	0.02%	615
2022 Q2	$317K	Buy	2,525 +1,080	+75%	+$142K	0.02%	615
2022 Q1	$206K	Hold	1,445	–	–	0.01%	738
2021 Q4	$264K	Hold	1,445	–	–	0.01%	666
2021 Q3	$226K	Hold	1,445	–	–	0.01%	686
2021 Q2	$253K	Hold	1,445	–	–	0.01%	659
2021 Q1	$262K	Buy	+1,445	New	+$243K	0.02%	626

Other funds holding LEA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hennion & Walsh Asset Management's LEA Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Lear (LEA) in Q2 2024, closing a stake of 2,703 shares — an estimated $392K sold.

Hennion & Walsh Asset Management first reported a position in LEA in Q1 2021 and held it in 13 quarters. The position peaked at $434K in Q2 2023. 441 funds tracked by Wall St. Rank hold LEA as of Q2 2024.

Hennion & Walsh Asset Management reported no remaining Lear position as of Q2 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,703 Lear shares in Q2 2024, an estimated $392K.
Hennion & Walsh Asset Management first reported a position in Lear in Q1 2021 and held it in 13 quarters.
Hennion & Walsh Asset Management's Lear position peaked at $434K in Q2 2023.
441 funds tracked by Wall St. Rank held Lear as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.