NFG
LEA icon

Next Financial Group’s Lear LEA Stock Holding History

Next Financial Group’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 		$39K Buy
214
+19
+10% +$3.34K ﹤0.01% 1582
2021
Q3 		$31K Buy
195
+40
+26% +$6.55K ﹤0.01% 1627
2021
Q2 		$27K Hold
155
– – ﹤0.01% 1641
2021
Q1 		$28K Hold
155
– – ﹤0.01% 1520
2020
Q4 		$25K Hold
155
– – ﹤0.01% 1456
2020
Q3 		$17K Buy
+155
New +$17.7K ﹤0.01% 1470
2020
Q2 		– Sell
-155
Closed -$13K – 1309
2020
Q1 		$13K Sell
155
-90
-37% -$10.4K ﹤0.01% 1438
2019
Q4 		$34K Sell
245
-11
-4% -$1.36K ﹤0.01% 1346
2019
Q3 		$30K Sell
256
-166
-39% -$20.2K ﹤0.01% 1305
2019
Q2 		$59K Buy
422
+166
+65% +$23.3K 0.01% 1114
2019
Q1 		$35K Sell
256
-150
-37% -$22K 0.01% 821
2018
Q4 		$50K Buy
406
+11
+3% +$1.47K 0.01% 799
2018
Q3 		$57K Buy
+395
New +$67.6K 0.03% 516
2017
Q4 		– Sell
-250
Closed -$43K – 896
2017
Q3 		$43K Buy
+250
New +$37.8K 0.01% 739
2017
Q2 		– Sell
-16
Closed -$2K – 1944
2017
Q1 		$2K Sell
16
-519
-97% -$73.6K ﹤0.01% 1705
2016
Q4 		$71K Buy
535
+40
+8% +$5.03K 0.01% 815
2016
Q3 		$60K Buy
+495
New +$56.4K 0.01% 867
2016
Q1 		– Sell
-109
Closed -$13K – 1796
2015
Q4 		$13K Sell
109
-381
-78% -$46.4K ﹤0.01% 1086
2015
Q3 		$53K Sell
490
-1,053
-68% -$110K 0.02% 614
2015
Q2 		$173K Buy
1,543
+107
+7% +$12.3K 0.06% 334
2015
Q1 		$159K Buy
1,436
+816
+132% +$85.7K 0.05% 358
2014
Q4 		$61K Sell
620
-452
-42% -$41.5K 0.02% 593
2014
Q3 		$93K Buy
1,072
+45
+4% +$4.34K 0.02% 682
2014
Q2 		$99K Buy
+1,027
New +$88.4K 0.05% 238

Other funds holding LEA

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Next Financial Group's LEA Position: Q4 2021 in Review

Next Financial Group increased its Lear (LEA) stake by 9.7% in Q4 2021, buying an estimated $3.34K and bringing the position to 214 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Next Financial Group first reported a position in LEA in Q2 2014 and has held it in 24 quarters since. The position peaked at $173K in Q2 2015. 446 funds tracked by Wall St. Rank hold LEA as of Q4 2021.

  • Next Financial Group held 214 shares of Lear worth $39K as of Q4 2021.
  • Next Financial Group bought 19 Lear shares in Q4 2021, an estimated $3.34K.
  • Lear made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1582 holding.
  • Next Financial Group first reported a position in Lear in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Lear position peaked at $173K in Q2 2015.
  • 446 funds tracked by Wall St. Rank held Lear as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.