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Sendero Wealth Management’s Lear LEA Stock Holding History

Sendero 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
2023
Q3 		– Sell
-14,158
Closed -$2.03M – 155
2023
Q2 		$2.03M Buy
14,158
+1,932
+16% +$255K 0.44% 48
2023
Q1 		$1.71M Buy
12,226
+4,992
+69% +$690K 0.52% 45
2022
Q4 		$897K Buy
7,234
+3,266
+82% +$433K 0.32% 60
2022
Q3 		$475K Buy
+3,968
New +$548K 0.2% 67

Other funds holding LEA

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sendero Wealth Management's LEA Position: Q3 2023 in Review

Sendero Wealth Management sold out of Lear (LEA) in Q3 2023, closing a stake of 14,158 shares — an estimated $2.03M sold.

Sendero Wealth Management first reported a position in LEA in Q3 2022 and held it in 4 quarters. The position peaked at $2.03M in Q2 2023. 444 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

  • Sendero Wealth Management reported no remaining Lear position as of Q3 2023 after selling out during the quarter.
  • Sendero Wealth Management sold 14,158 Lear shares in Q3 2023, an estimated $2.03M.
  • Sendero Wealth Management first reported a position in Lear in Q3 2022 and held it in 4 quarters.
  • Sendero Wealth Management's Lear position peaked at $2.03M in Q2 2023.
  • 444 funds tracked by Wall St. Rank held Lear as of Q3 2023.

Based on Sendero Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.