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Waverton Investment Management’s Lear LEA Stock Holding History

Waverton Investment Management’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
Q2 		– Sell
-108,416
Closed -$15.1M – 80
2023
Q1 		$15.1M Buy
108,416
+3,842
+4% +$531K 0.47% 41
2022
Q4 		$13M Sell
104,574
-12,174
-10% -$1.61M 0.48% 41
2022
Q3 		$14M Buy
116,748
+22,569
+24% +$3.12M 0.57% 32
2022
Q2 		$11.9M Buy
94,179
+20,997
+29% +$2.77M 0.46% 37
2022
Q1 		$10.4M Buy
73,182
+11,807
+19% +$1.92M 0.35% 40
2021
Q4 		$11.2M Buy
+61,375
New +$10.8M 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% -$2.63M 0.41% 42
2016
Q3 		$8.34M Buy
68,764
+45,894
+201% +$5.23M 0.56% 38
2016
Q2 		$2.33M Sell
22,870
-50
-0.2% -$5.62K 0.17% 66
2016
Q1 		$2.55M Buy
+22,920
New +$2.43M 0.19% 68

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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 $75B AUM 11.27% 1-Year Est. Return

Waverton Investment Management's LEA Position: Q2 2023 in Review

Waverton Investment Management sold out of Lear (LEA) in Q2 2023, closing a stake of 108,416 shares — an estimated $15.1M sold.

Waverton Investment Management first reported a position in LEA in Q1 2016 and held it in 11 quarters. The position peaked at $15.1M in Q1 2023. 435 funds tracked by Wall St. Rank hold LEA as of Q2 2023.

  • Waverton Investment Management reported no remaining Lear position as of Q2 2023 after selling out during the quarter.
  • Waverton Investment Management sold 108,416 Lear shares in Q2 2023, an estimated $15.1M.
  • Waverton Investment Management first reported a position in Lear in Q1 2016 and held it in 11 quarters.
  • Waverton Investment Management's Lear position peaked at $15.1M in Q1 2023.
  • 435 funds tracked by Wall St. Rank held Lear as of Q2 2023.

Based on Waverton Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.