Waverton Investment Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-108,416
| Closed | -$15.1M | – | 80 |
|
|
2023
Q1 | $15.1M | Buy |
108,416
+3,842
| +4% | +$536K | 0.47% | 41 |
|
|
2022
Q4 | $13M | Sell |
104,574
-12,174
| -10% | -$1.51M | 0.48% | 41 |
|
|
2022
Q3 | $14M | Buy |
116,748
+22,569
| +24% | +$2.7M | 0.57% | 32 |
|
|
2022
Q2 | $11.9M | Buy |
94,179
+20,997
| +29% | +$2.64M | 0.46% | 37 |
|
|
2022
Q1 | $10.4M | Buy |
73,182
+11,807
| +19% | +$1.68M | 0.35% | 40 |
|
|
2021
Q4 | $11.2M | Buy |
+61,375
| New | +$11.2M | 0.36% | 40 |
|
|
2017
Q2 | – | Sell |
-26,861
| Closed | -$3.8M | – | 90 |
|
|
2017
Q1 | $3.8M | Sell |
26,861
-20,963
| -44% | -$2.97M | 0.24% | 47 |
|
|
2016
Q4 | $6.33M | Sell |
47,824
-20,940
| -30% | -$2.77M | 0.41% | 42 |
|
|
2016
Q3 | $8.34M | Buy |
68,764
+45,894
| +201% | +$5.56M | 0.56% | 38 |
|
|
2016
Q2 | $2.33M | Sell |
22,870
-50
| -0.2% | -$5.09K | 0.17% | 66 |
|
|
2016
Q1 | $2.55M | Buy |
+22,920
| New | +$2.55M | 0.19% | 68 |
|