Transform Wealth’s Lear LEA Stock Holding History

Transform Wealth’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 Q1	–	Sell	-3,000	Closed	-$368K	–	182
2018 Q4	$368K	Sell	3,000 -4,300	-59%	-$575K	0.08%	142
2018 Q3	$1.06M	Sell	7,300 -11,350	-61%	-$1.94M	0.18%	123
2018 Q2	$3.47M	Sell	18,650 -1,950	-9%	-$382K	0.63%	60
2018 Q1	$3.83M	Hold	20,600	–	–	0.73%	47
2017 Q4	$3.64M	Buy	+20,600	New	+$3.62M	0.67%	49

Other funds holding LEA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transform Wealth's LEA Position: Q1 2019 in Review

Transform Wealth sold out of Lear (LEA) in Q1 2019, closing a stake of 3,000 shares — an estimated $368K sold.

Transform Wealth first reported a position in LEA in Q4 2017 and held it in 5 quarters. The position peaked at $3.83M in Q1 2018. 516 funds tracked by Wall St. Rank hold LEA as of Q1 2019.

Transform Wealth reported no remaining Lear position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 3,000 Lear shares in Q1 2019, an estimated $368K.
Transform Wealth first reported a position in Lear in Q4 2017 and held it in 5 quarters.
Transform Wealth's Lear position peaked at $3.83M in Q1 2018.
516 funds tracked by Wall St. Rank held Lear as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.