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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 $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 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 $74.9B AUM 11.27% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return