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Sterling Financial Planning’s Lear LEA Stock Holding History

Sterling Financial Planning’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 		– Sell
-400
Closed -$63K – 261
2021
Q3 		$63K Buy
400
+200
+100% +$32.7K 0.04% 163
2021
Q2 		$35K Buy
+200
New +$37K 0.02% 204

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sterling Financial Planning's LEA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Lear (LEA) in Q4 2021, closing a stake of 400 shares — an estimated $63K sold.

Sterling Financial Planning first reported a position in LEA in Q2 2021 and held it in 2 quarters. The position peaked at $63K in Q3 2021. 447 funds tracked by Wall St. Rank hold LEA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Lear position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 400 Lear shares in Q4 2021, an estimated $63K.
  • Sterling Financial Planning first reported a position in Lear in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Lear position peaked at $63K in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Lear as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.