Vontobel Holding

Vontobel Holding’s Lear LEA Stock Holding History

Vontobel Holding’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
2024 Q3	–	Sell	-4,244	Closed	-$485K	–	1113
2024 Q2	$485K	Sell	4,244 -314	-7%	-$40.2K	﹤0.01%	777
2024 Q1	$660K	Sell	4,558 -5,093	-53%	-$697K	0.01%	694
2023 Q4	$1.36M	Sell	9,651 -524	-5%	-$70.3K	0.01%	517
2023 Q3	$1.37M	Sell	10,175 -407	-4%	-$58.9K	0.01%	517
2023 Q2	$1.52M	Buy	10,582 +1,391	+15%	+$184K	0.01%	501
2023 Q1	$1.28M	Sell	9,191 -416	-4%	-$57.5K	0.01%	521
2022 Q4	$1.16M	Sell	9,607 -500	-5%	-$66.2K	0.01%	533
2022 Q3	$1.21M	Sell	10,107 -2,289	-18%	-$316K	0.01%	505
2022 Q2	$1.62M	Sell	12,396 -1,105	-8%	-$146K	0.02%	427
2022 Q1	$1.97M	Sell	13,501 -1,356	-9%	-$220K	0.02%	432
2021 Q4	$2.7M	Buy	14,857 +1,825	+14%	+$320K	0.02%	386
2021 Q3	$2.04M	Buy	13,032 +315	+2%	+$51.6K	0.02%	439
2021 Q2	$2.23M	Buy	12,717 +1,462	+13%	+$270K	0.02%	414
2021 Q1	$2.04M	Buy	+11,255	New	+$1.9M	0.02%	395

Other funds holding LEA

Pzena Investment Management

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Massachusetts Financial Services

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return