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Liberty Wealth Management’s Lear LEA Stock Holding History

Liberty 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
2021
Q4 		– Sell
-52
Closed -$9K – 690
2021
Q3 		$9K Buy
52
+16
+44% +$2.62K ﹤0.01% 842
2021
Q2 		$6K Sell
36
-13
-27% -$2.4K ﹤0.01% 761
2021
Q1 		$7K Hold
49
– – ﹤0.01% 657
2020
Q4 		$7K Buy
49
+3
+7% +$422 ﹤0.01% 650
2020
Q3 		$5K Sell
46
-4
-8% -$456 ﹤0.01% 628
2020
Q2 		$5K Buy
50
+22
+79% +$2.19K ﹤0.01% 609
2020
Q1 		$2K Buy
28
+5
+22% +$576 ﹤0.01% 734
2019
Q4 		$3K Hold
23
– – ﹤0.01% 730
2019
Q3 		$3K Hold
23
– – ﹤0.01% 705
2019
Q2 		$3K Buy
23
+9
+64% +$1.26K ﹤0.01% 723
2019
Q1 		$1K Buy
14
+5
+56% +$733 ﹤0.01% 685
2018
Q4 		$1K Buy
+9
New +$1.2K ﹤0.01% 717

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Liberty Wealth Management's LEA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lear (LEA) in Q4 2021, closing a stake of 52 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in LEA in Q4 2018 and held it in 12 quarters. The position peaked at $9K in Q3 2021. 447 funds tracked by Wall St. Rank hold LEA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Lear position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 52 Lear shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Lear in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Lear position peaked at $9K in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Lear as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.