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Plante Moran Financial Advisors’s Lear LEA Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-22
Closed -$3K – 988
2022
Q2 		$3K Buy
+22
New +$2.9K ﹤0.01% 776
2018
Q3 		– Sell
-700
Closed -$130K – 812
2018
Q2 		$130K Hold
700
– – 0.07% 202
2018
Q1 		$130K Sell
700
-17
-2% -$3.2K 0.07% 198
2017
Q4 		$127K Buy
717
+617
+617% +$108K 0.07% 192
2017
Q3 		$17K Hold
100
– – 0.01% 481
2017
Q2 		$14K Hold
100
– – 0.01% 516
2017
Q1 		$14K Hold
100
– – 0.01% 531
2016
Q4 		$13K Hold
100
– – 0.01% 550
2016
Q3 		$12K Sell
100
-240
-71% -$27.3K 0.01% 571
2016
Q2 		$35K Hold
340
– – 0.03% 346
2016
Q1 		$38K Buy
340
+240
+240% +$25.4K 0.03% 297
2015
Q4 		$12K Buy
+100
New +$12.2K 0.01% 541

Other funds holding LEA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return