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Whittier Trust’s Lear LEA Stock Holding History

Whittier Trust’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
Q4 		– Sell
-47
Closed -$6.31K – 1598
2023
Q3 		$6.31K Buy
+47
New +$6.8K ﹤0.01% 1335
2023
Q2 		– Sell
-86
Closed -$12K – 1592
2023
Q1 		$12K Buy
+86
New +$11.9K ﹤0.01% 1271
2022
Q4 		– Sell
-3
Closed – – 1672
2022
Q3 		$0 Sell
3
-6
-67% -$829 ﹤0.01% 1710
2022
Q2 		$1K Buy
9
+3
+50% +$396 ﹤0.01% 1621
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1645
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1541
2021
Q3 		$1K Buy
+6
New +$982 ﹤0.01% 1454

Other funds holding LEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's LEA Position: Q4 2023 in Review

Whittier Trust sold out of Lear (LEA) in Q4 2023, closing a stake of 47 shares — an estimated $6.31K sold.

Whittier Trust first reported a position in LEA in Q3 2021 and held it in 7 quarters. The position peaked at $12K in Q1 2023. 475 funds tracked by Wall St. Rank hold LEA as of Q4 2023.

  • Whittier Trust reported no remaining Lear position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 47 Lear shares in Q4 2023, an estimated $6.31K.
  • Whittier Trust first reported a position in Lear in Q3 2021 and held it in 7 quarters.
  • Whittier Trust's Lear position peaked at $12K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held Lear as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.