SFG
LEA icon

Steward Financial Group’s Lear LEA Stock Holding History

Steward Financial 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
2023
Q3 		$6K Buy
+49
New +$7.09K ﹤0.01% 551
2022
Q3 		– Sell
-30
Closed -$3K – 754
2022
Q2 		$3K Buy
+30
New +$3.96K ﹤0.01% 464

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

Steward Financial Group's LEA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Lear (LEA) in Q3 2023: 49 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LEA as recently as Q2 2022.

Steward Financial Group first reported a position in LEA in Q2 2022 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold LEA as of Q3 2023.

  • Steward Financial Group held 49 shares of Lear worth $6K as of Q3 2023.
  • Lear was a new Steward Financial Group position in Q3 2023.
  • Lear made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #551 holding.
  • Steward Financial Group first reported a position in Lear in Q2 2022 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Lear as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.