Polaris Wealth Advisory Group’s Lear LEA Stock Holding History

Polaris Wealth Advisory 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
2022 Q1	–	Sell	-10,185	Closed	-$1.86M	–	182
2021 Q4	$1.86M	Buy	10,185 +2,664	+35%	+$468K	0.11%	96
2021 Q3	$1.24M	Buy	+7,521	New	+$1.23M	0.07%	100
2015 Q3	–	Sell	-55,142	Closed	-$6.19M	–	78
2015 Q2	$6.19M	Buy	55,142 +6,655	+14%	+$764K	1.23%	27
2015 Q1	$5.37M	Buy	48,487 +14,836	+44%	+$1.56M	0.98%	30
2014 Q4	$3.3M	Buy	33,651 +2,611	+8%	+$240K	0.68%	38
2014 Q3	$2.68M	Buy	31,040 +4,130	+15%	+$399K	0.6%	39
2014 Q2	$2.4M	Buy	26,910 +1,296	+5%	+$112K	0.54%	33
2014 Q1	$2.14M	Buy	25,614 +4,195	+20%	+$334K	0.5%	37
2013 Q4	$1.73M	Buy	21,419 +1,154	+6%	+$90.3K	0.43%	40
2013 Q3	$1.45M	Buy	20,265 +6,610	+48%	+$455K	0.45%	23
2013 Q2	$826K	Buy	+13,655	New	+$788K	0.33%	26

Other funds holding LEA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polaris Wealth Advisory Group's LEA Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Lear (LEA) in Q1 2022, closing a stake of 10,185 shares — an estimated $1.86M sold.

Polaris Wealth Advisory Group first reported a position in LEA in Q2 2013 and held it in 11 quarters. The position peaked at $6.19M in Q2 2015. 411 funds tracked by Wall St. Rank hold LEA as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining Lear position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 10,185 Lear shares in Q1 2022, an estimated $1.86M.
Polaris Wealth Advisory Group first reported a position in Lear in Q2 2013 and held it in 11 quarters.
Polaris Wealth Advisory Group's Lear position peaked at $6.19M in Q2 2015.
411 funds tracked by Wall St. Rank held Lear as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.