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Squar Milner Financial Services’s Lear LEA Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-45
Closed -$6K – 488
2019
Q2 		$6K Sell
45
-13
-22% -$1.82K ﹤0.01% 574
2019
Q1 		$7K Hold
58
– – 0.01% 593
2018
Q4 		$7K Sell
58
-594
-91% -$79.4K 0.01% 523
2018
Q3 		$95K Sell
652
-50
-7% -$8.56K 0.09% 245
2018
Q2 		$130K Buy
+702
New +$137K 0.11% 216

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Squar Milner Financial Services's LEA Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Lear (LEA) in Q3 2019, closing a stake of 45 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in LEA in Q2 2018 and held it in 5 quarters. The position peaked at $130K in Q2 2018. 447 funds tracked by Wall St. Rank hold LEA as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Lear position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 45 Lear shares in Q3 2019, an estimated $6K.
  • Squar Milner Financial Services first reported a position in Lear in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Lear position peaked at $130K in Q2 2018.
  • 447 funds tracked by Wall St. Rank held Lear as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.