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Jade Capital Advisors’s Lear LEA Stock Holding History

Jade Capital 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
2023
Q3 		– Sell
-30,381
Closed -$4.36M – 85
2023
Q2 		$4.36M Buy
30,381
+20,381
+204% +$2.69M 3.39% 5
2023
Q1 		$1.39M Sell
10,000
-7,000
-41% -$968K 1.93% 18
2022
Q4 		$2.11M Buy
+17,000
New +$2.25M 6.14% 3
2020
Q4 		– Sell
-60,000
Closed -$6.54M – 85
2020
Q3 		$6.54M Buy
+60,000
New +$6.84M 6.6% 1
2020
Q1 		– Sell
-2,100
Closed -$288K – 85
2019
Q4 		$288K Buy
+2,100
New +$260K 0.16% 77

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

Jade Capital Advisors's LEA Position: Q3 2023 in Review

Jade Capital Advisors sold out of Lear (LEA) in Q3 2023, closing a stake of 30,381 shares — an estimated $4.36M sold.

Jade Capital Advisors first reported a position in LEA in Q4 2019 and held it in 5 quarters. The position peaked at $6.54M in Q3 2020. 444 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

  • Jade Capital Advisors reported no remaining Lear position as of Q3 2023 after selling out during the quarter.
  • Jade Capital Advisors sold 30,381 Lear shares in Q3 2023, an estimated $4.36M.
  • Jade Capital Advisors first reported a position in Lear in Q4 2019 and held it in 5 quarters.
  • Jade Capital Advisors's Lear position peaked at $6.54M in Q3 2020.
  • 444 funds tracked by Wall St. Rank held Lear as of Q3 2023.

Based on Jade Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.