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	$530	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	$226	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 $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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