WBH Advisory’s Lear LEA Stock Holding History

WBH Advisory’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
2020 Q1	–	Sell	-1,852	Closed	-$254K	–	230
2019 Q4	$254K	Sell	1,852 -657	-26%	-$81.4K	0.05%	220
2019 Q3	$295K	Sell	2,509 -1,250	-33%	-$152K	0.07%	198
2019 Q2	$523K	Hold	3,759	–	–	0.12%	148
2019 Q1	$510K	Sell	3,759 -555	-13%	-$81.4K	0.12%	148
2018 Q4	$530K	Sell	4,314 -101	-2%	-$13.5K	0.13%	136
2018 Q3	$640K	Sell	4,415 -24	-0.5%	-$4.11K	0.16%	127
2018 Q2	$824K	Sell	4,439 -1	-0%	-$196	0.21%	107
2018 Q1	$826K	Buy	4,440 +1	+0%	+$188	0.22%	101
2017 Q4	$784K	Hold	4,439	–	–	0.21%	109
2017 Q3	$768K	Sell	4,439 -25	-0.6%	-$3.78K	0.21%	105
2017 Q2	$634K	Hold	4,464	–	–	0.18%	113
2017 Q1	$632K	Sell	4,464 -225	-5%	-$31.9K	0.19%	112
2016 Q4	$620K	Hold	4,689	–	–	0.21%	106
2016 Q3	$568K	Buy	4,689 +50	+1%	+$5.69K	0.19%	116
2016 Q2	$472K	Sell	4,639 -250	-5%	-$28.1K	0.18%	119
2016 Q1	$543K	Buy	4,889 +3,044	+165%	+$322K	0.18%	109
2015 Q4	$226K	Buy	+1,845	New	+$225K	0.08%	179

Other funds holding LEA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WBH Advisory's LEA Position: Q1 2020 in Review

WBH Advisory sold out of Lear (LEA) in Q1 2020, closing a stake of 1,852 shares — an estimated $254K sold.

WBH Advisory first reported a position in LEA in Q4 2015 and held it in 17 quarters. The position peaked at $826K in Q1 2018. 418 funds tracked by Wall St. Rank hold LEA as of Q1 2020.

WBH Advisory reported no remaining Lear position as of Q1 2020 after selling out during the quarter.
WBH Advisory sold 1,852 Lear shares in Q1 2020, an estimated $254K.
WBH Advisory first reported a position in Lear in Q4 2015 and held it in 17 quarters.
WBH Advisory's Lear position peaked at $826K in Q1 2018.
418 funds tracked by Wall St. Rank held Lear as of Q1 2020.

Based on WBH Advisory's 13F filing for Q1 2020, filed 7 May 2020.