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Optimum Investment Advisors’s Lear LEA Stock Holding History

Optimum Investment 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
2020
Q1 		– Sell
-669
Closed -$92K – 908
2019
Q4 		$92K Sell
669
-224
-25% -$27.8K 0.03% 402
2019
Q3 		$105K Sell
893
-254
-22% -$30.9K 0.03% 374
2019
Q2 		$160K Buy
1,147
+1
+0.1% +$140 0.05% 302
2019
Q1 		$155K Sell
1,146
-302
-21% -$44.3K 0.05% 311
2018
Q4 		$178K Sell
1,448
-33
-2% -$4.41K 0.06% 272
2018
Q3 		$215K Sell
1,481
-220
-13% -$37.7K 0.06% 293
2018
Q2 		$316K Buy
1,701
+2
+0.1% +$391 0.09% 223
2018
Q1 		$316K Buy
1,699
+2
+0.1% +$377 0.09% 214
2017
Q4 		$300K Buy
1,697
+36
+2% +$6.32K 0.1% 229
2017
Q3 		$288K Sell
1,661
-129
-7% -$19.5K 0.1% 229
2017
Q2 		$254K Sell
1,790
-74
-4% -$10.5K 0.09% 244
2017
Q1 		$264K Hold
1,864
– – 0.09% 236
2016
Q4 		$247K Sell
1,864
-1,225
-40% -$154K 0.09% 236
2016
Q3 		$374K Buy
+3,089
New +$352K 0.14% 190
2015
Q1 		$55K Hold
500
– – 0.02% 493
2014
Q4 		$49K Hold
500
– – 0.02% 513
2014
Q3 		$43K Hold
500
– – 0.01% 508
2014
Q2 		$45K Hold
500
– – 0.01% 508
2014
Q1 		$42K Hold
500
– – 0.02% 418
2013
Q4 		$40K Hold
500
– – 0.02% 421
2013
Q3 		$36K Buy
+500
New +$34.4K 0.01% 410

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimum Investment Advisors's LEA Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Lear (LEA) in Q1 2020, closing a stake of 669 shares — an estimated $92K sold.

Optimum Investment Advisors first reported a position in LEA in Q3 2013 and held it in 21 quarters. The position peaked at $374K in Q3 2016. 418 funds tracked by Wall St. Rank hold LEA as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Lear position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 669 Lear shares in Q1 2020, an estimated $92K.
  • Optimum Investment Advisors first reported a position in Lear in Q3 2013 and held it in 21 quarters.
  • Optimum Investment Advisors's Lear position peaked at $374K in Q3 2016.
  • 418 funds tracked by Wall St. Rank held Lear as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.