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Perigon Wealth Management’s Lear LEA Stock Holding History

Perigon 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
Q1 		– Sell
-358
Closed -$57K – 796
2020
Q4 		$57K Buy
+358
New +$50.4K 0.01% 708
2018
Q2 		– Sell
-250
Closed -$47K – 452
2018
Q1 		$47K Hold
250
– – 0.02% 315
2017
Q4 		$44K Hold
250
– – 0.02% 307
2017
Q3 		$43K Hold
250
– – 0.01% 358
2017
Q2 		$36K Sell
250
-8
-3% -$1.13K 0.01% 404
2017
Q1 		$37K Buy
258
+8
+3% +$1.14K 0.01% 417
2016
Q4 		$36K Hold
250
– – 0.01% 394
2016
Q3 		$30K Hold
250
– – 0.01% 353
2016
Q2 		$25K Buy
+250
New +$28.1K 0.01% 322

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Perigon Wealth Management's LEA Position: Q1 2021 in Review

Perigon Wealth Management sold out of Lear (LEA) in Q1 2021, closing a stake of 358 shares — an estimated $57K sold.

Perigon Wealth Management first reported a position in LEA in Q2 2016 and held it in 9 quarters. The position peaked at $57K in Q4 2020. 431 funds tracked by Wall St. Rank hold LEA as of Q1 2021.

  • Perigon Wealth Management reported no remaining Lear position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 358 Lear shares in Q1 2021, an estimated $57K.
  • Perigon Wealth Management first reported a position in Lear in Q2 2016 and held it in 9 quarters.
  • Perigon Wealth Management's Lear position peaked at $57K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Lear as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.