Valeo Financial Advisors’s Lear LEA Stock Holding History

Valeo Financial Advisors’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 Q2	–	Sell	-2	Closed	–	–	1227
2021 Q1	$0	Buy	+2	New	+$337	﹤0.01%	2118
2020 Q3	–	Sell	-77	Closed	-$8K	–	1905
2020 Q2	$8K	Buy	77 +22	+40%	+$2.19K	﹤0.01%	1359
2020 Q1	$5K	Sell	55 -73	-57%	-$8.41K	﹤0.01%	1307
2019 Q4	$18K	Hold	128	–	–	﹤0.01%	944
2019 Q3	$15K	Hold	128	–	–	﹤0.01%	922
2019 Q2	$18K	Sell	128 -10	-7%	-$1.4K	﹤0.01%	880
2019 Q1	$19K	Buy	138 +1	+0.7%	+$147	﹤0.01%	805
2018 Q4	$17K	Sell	137 -105	-43%	-$14K	﹤0.01%	752
2018 Q3	$32K	Buy	242 +109	+82%	+$18.7K	﹤0.01%	648
2018 Q2	$23K	Buy	133 +70	+111%	+$13.7K	﹤0.01%	727
2018 Q1	$12K	Buy	63 +31	+97%	+$5.84K	﹤0.01%	885
2017 Q4	$6K	Buy	32 +1	+3%	+$175	﹤0.01%	968
2017 Q3	$5K	Buy	+31	New	+$4.69K	﹤0.01%	873

Other funds holding LEA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return