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Reilly Financial Advisors’s Lear LEA Stock Holding History

Reilly 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
2021
Q4 		$1K Buy
+5
New +$878 ﹤0.01% 1075
2018
Q1 		– Sell
-302
Closed -$53K – 1018
2017
Q4 		$53K Hold
302
– – 0.01% 324
2017
Q3 		$52K Hold
302
– – 0.01% 302
2017
Q2 		$43K Hold
302
– – 0.01% 331
2017
Q1 		$43K Hold
302
– – 0.01% 316
2016
Q4 		$40K Buy
302
+202
+202% +$25.4K 0.01% 310
2016
Q3 		$12K Buy
+100
New +$11.4K ﹤0.01% 491
2015
Q3 		– Sell
-300
Closed -$34K – 1349
2015
Q2 		$34K Hold
300
– – 0.01% 525
2015
Q1 		$33K Buy
+300
New +$31.5K 0.01% 519

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return