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Values First Advisors’s Lear LEA Stock Holding History

Values First 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
2023
Q1 		– Hold
0
– – – 369
2020
Q3 		– Sell
-2,009
Closed -$219K – 143
2020
Q2 		$219K Buy
+2,009
New +$200K 0.22% 125
2020
Q1 		– Sell
-3,336
Closed -$458K – 137
2019
Q4 		$458K Buy
+3,336
New +$413K 0.44% 78

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Values First Advisors's LEA Position: Q1 2023 in Review

Values First Advisors held its Lear (LEA) position steady in Q1 2023 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Values First Advisors first reported a position in LEA in Q4 2019 and has held it in 2 quarters since. The position peaked at $458K in Q4 2019. 447 funds tracked by Wall St. Rank hold LEA as of Q1 2023.

  • Values First Advisors held 0 shares of Lear worth $19 as of Q1 2023.
  • Values First Advisors left its Lear share count unchanged in Q1 2023.
  • Lear made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #369 holding.
  • Values First Advisors first reported a position in Lear in Q4 2019 and has held it in 2 quarters since.
  • Values First Advisors's Lear position peaked at $458K in Q4 2019.
  • 447 funds tracked by Wall St. Rank held Lear as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.