Lenox Wealth Management’s Lear LEA Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-6,051	Closed	-$491K	–	764
2020 Q1	$491K	Buy	6,051 +984	+19%	+$113K	0.17%	86
2019 Q4	$695K	Buy	5,067 +281	+6%	+$34.8K	0.19%	87
2019 Q3	$564K	Buy	4,786 +403	+9%	+$49K	0.16%	88
2019 Q2	$610K	Buy	4,383 +31	+0.7%	+$4.35K	0.18%	83
2019 Q1	$591K	Buy	4,352 +25	+0.6%	+$3.67K	0.18%	87
2018 Q4	$532K	Buy	4,327 +182	+4%	+$24.3K	0.18%	86
2018 Q3	$601K	Buy	4,145 +3,764	+988%	+$644K	0.18%	102
2018 Q2	$71K	Buy	+381	New	+$74.5K	0.02%	196

Other funds holding LEA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lenox Wealth Management's LEA Position: Q2 2020 in Review

Lenox Wealth Management sold out of Lear (LEA) in Q2 2020, closing a stake of 6,051 shares — an estimated $491K sold.

Lenox Wealth Management first reported a position in LEA in Q2 2018 and held it in 8 quarters. The position peaked at $695K in Q4 2019. 401 funds tracked by Wall St. Rank hold LEA as of Q2 2020.

Lenox Wealth Management reported no remaining Lear position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 6,051 Lear shares in Q2 2020, an estimated $491K.
Lenox Wealth Management first reported a position in Lear in Q2 2018 and held it in 8 quarters.
Lenox Wealth Management's Lear position peaked at $695K in Q4 2019.
401 funds tracked by Wall St. Rank held Lear as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.